Whether you are interested in budgeting and savings, super and investing, insurance, or you are planning for life after work, a Financial Adviser can help set you up for success. Our wealth products include Debt Reduction, Estate Planning, Financial Planning, Self-Managed Super Funds, Superannuation, and Wealth Protection.
The core principles of creating and preserving wealth
Begin with the end in mind and create a strategy
Start early and use the power of compounding
Understand diversification and portfolio management
Protect what you have
Refine the wealth generation strategy in the light of changing rules.
How are we different to the average mortgage broker?
Individual personal and financial situations and where they want to be are different. It’s important to clarify what your medium to long-term goals and aspirations are and formulate a strategy to achieve those goals. The tailored strategy will take into account your circumstances and we will work with you to reach your goals.
The two cases above goes to show you that your employment income does not necessarily dictate the amount of wealth you can accumulate. If client 2 continues with what they are doing, they won’t have much at retirement. We tailor a strategy that will take into account your circumstances and then work with you to reach your goals.