A professional financial adviser can provide tailored advice and strategies to help you fulfill your financial goals. It is not about how much you earn, but rather about how smart you are with what you have.
Start planning a brighter tomorrow by putting a sound financial plan into action today. The benefit of engaging us as your financial planner is that we help you build your financial plan based on your personal goals and objectives.
We motivate you to get started and assist you in putting together a set of strategies that will see your financial goals turn into reality. We then ensure the plan is put in place and travel with you on your journey as you progress towards achieving these goals.
Most of us carve out time to plan the big milestones in our lives. And yet, planning our financial future often takes a back seat. The people who are financially successful are those who have taken the time today to plan their financial tomorrows.
It has been said that to fail to plan is to plan to fail.
Our clients tell us that our financial advice gives them peace of mind knowing that professionals are looking after them, and that they are financially well prepared for the future. In addition, they say the benefits of our advice far out-weigh the cost of our advice.
"Australians who have an active relationship with a financial adviser are better off. They worry about money less, enjoy better mental health, and have better personal relationships with family and friends. They are able to spend more and do more with less risk along the way."
Jason Andriessen Core Data 26/10/2020
An Investment Trends survey found that of those who currently use a financial planner as their main source of advice:
87% said their adviser made a positive or significantly positive difference to their life.
89% said their most recent discussion with their financial planner was valuable or very valuable.
Investment Trends August 2012 "Advice & Limited Advice Report"
Another survey found:
"There is an emotional value provided from the peace of mind associated with a structured stable plan. For many people, there is huge benefit in having control over their finances, a plan for their future and financial protection against death or disability. These intangible benefits are priceless."
"There is a key advantage in having an ongoing relationship with a financial adviser in order to maximise opportunities and to build the discipline of maintaining the long term plans."
Rice Warner Feb 2008 report