We know that creating wealth is a goal almost everyone shares...
However, 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.
- Feeling overwhelemed by the sheer amount of information on investment options available today.
Nobody wants to go backwards and lose money, but without a thorough understanding of finance this can often be the very thing that prevents them from achieving their goals.
Does this sound like you?
It makes sense to want to move forward and make money, however, without a thorough understanding of finance this can often be the very thing that prevents financial goals being achieved.
The good news is that it doesn't have to be that way, with proper financial management and a little guidance 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.
Then, 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.
PLACEHOLDERRRRRRRR If you haven't clicked the button above for a free one-hour home buying consultation with Mark, Mal or one of the team, that's okay. Just make sure you don't leave this page empty handed. Arm yourself in the property market with our Home Buying Essentials Ebook, which you can download here.
Here's a snippet many may relate to: "Be careful who you listen to. You will be given “expert advice” from many of your friends and family during this process. Make sure the advice is backed with evidence and feel free to share this feedback with us. Many people offer advice who have never even purchased a home or investment property."
And we mean it. Share the advice you've already got with us in a free one-hour consultation by clicking on the booking button above, or schedule a time for us to call you here.
What Our Clients Say
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