Wealth BACKUP 180530B

We know that creating wealth is a goal almost everyone shares...

But few know where to start, fewer still achieve their financial dreams, and many will have experienced the following:

• Wondering about who to trust given the stakes involved for one's future, and retirement.
• Anxiety about whether the right decision has been made.
• Questioning whether your savings will be safer in a commercial industry type fund, or which one to go with.

Does this sound like you? If so, you might already feel a bit overwhelmed and the last thing we want to do is add to that, so you can download our free Ebook on The good news is that it doesn't have to be that way with proper financial management from experienced financial advisors.
 

As financial planners we've helped thousands of clients achieve their goals and the first step is always the same: obtaining a thorough understanding of their present position. Using that information, we create a plan unique to your personal circumstances that ensures you achieve your goals with guided financial management.

To use property as an example, a bank may tell you that you could borrow $800,000, and this might be affordable for some. But for others, it could be better to limit the loan to $450,000. We'll help you see the bigger picture and factor in risks like potential loss of income, a downturn in the market, and more.

It's not just about numbers, either. Financial decisions often come with emotional attachments, and this is something we help our clients understand.

The Enhanced Process

Step 1: Understanding your needs

Step 2- Information gathering

Step 3: Goal setting

Step 4: Preparation of plan

Step 5: Implementation

Step 6: Review and revision, with ongoing support

We work with our clients consistently over the years as their wealth grows and as their circumstances change. Regular reviews on the progress of their goals allows us to ensure that they're on the path to achieving them, too.

We refer to this as our holistic approach to financial planning, and it's something that separates us from the rest.