I want my children to have the best education possible, yet school and university expenses and fees can be costly.

I’d really like to solve some of my current challenges.

  • Lack of savings
  • Spending more than what I earn
  • Using credit card facilities more than I can afford to
  • Live for today, no concept of saving for the future
I need advice because I want to achieve the following:

  • Better understand my financial position
  • Create a budget
  • Be disciplined around spending
  • Implement a regular savings plan
  • Become accountable for my financial goals

Access to an adviser on an ongoing basis

Once a goal has been identified, document it with your adviser. Don’t keep it a secret. Your adviser can set a clear pathway to help you reach your goal. Even if you haven’t quite worked out what your goals are, your adviser can help to identify them with you.

Your adviser will then monitor progress as part of your overall plan.

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Financial Planning

It’s never too early to start planning. Although your plans may change over time, it’s important to identify your immediate priorities, your ideal lifestyle and life goals, and develop a plan to assist in achieving them. Keeping abreast of changing legislation, making the most of the opportunities available to you, and structuring your finances is fundamental to achieving your lifestyle and financial objectives.

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Budgeting & Cashflow Planning

How good are you at managing your finances? It’s important to understand how much money is coming in and how much money is going out so as to establish your financial position. What is your level of spending vs saving? Once you understand your financial position, you can work with your adviser to implement a savings plan including investment strategies.

Investment Advice

A comprehensive investment strategy and strong asset allocation can assist with maximising the benefits and minimizing the risk across your portfolio as part of achieving your individual goals and objectives, and having an effective savings plan in place. Some savings options to consider:

  • Equities Investments (Shares) – Australian & International Shares
  • Managed Funds – Professionally managed investment funds
  • Term Deposit & Cash Service
  • Savings Accounts
  • Education Funds

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3 Tier Investor Service Models

Our 3 Tiered Ongoing Service options are tailored to incorporate both self-directed service alternatives and full advisory solutions to build an investment and service offering that suits your needs while still achieving your financial goals.

The right kind of financial advice can really make a big difference.

It can help you:

  • set your financial goals and achieve them
  • make the most of your money
  • feel more in control of your finances and your life
  • avoid expensive mistakes
  • protect your assets

Financial advice can give you the confidence to achieve your financial and life goals.

By working with my adviser, I am happy I am able to:

  • Save regularly with a plan to accumulate savings for my children’s school fees by a target date
  • Maintain a positive cash-flow
  • Avoid reliance on credit card debt
  • Sleep well at night knowing I’m on track to achieving my financial goals.

Our Difference

Self Directed | Collaborative | Full Advice

Our unique 3 Investor Service Models offer varying levels of personalised expert advice to ensure that you have the right strategy and resources to make your goals a reality.

 

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