ACCESS TO AN ADVISER ON AN ONGOING BASIS
Once a goal has been identified, tell 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 is your long-term confidante and coach throughout your life journey.
FIND AN ADVISER
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.
Budgeting & Cashflow Planning
How good are you at managing your finances? It’s important to understand how much money is coming and how much money is going out to work your financial position. What is your level of spending vs saving? Once you understand your financial position, you can work with your adviser to work out a savings plan including investment strategies.
Understand the Basics of Investing & Risks
If you are thinking of building an investment portfolio, it’s important you understand the basics of investing and the risks associated with various types of investments. This is to ensure your investment decisions match your goals, timeframes and risk tolerance.
Please view our informative videos on Investment Basics & Principles:
Superannuation (super) remains one of the best ways to build wealth and save for your retirement. The money comes from contributions made into your super fund by your employer and topped up by your own money.
Getting to understand super and how it can be managed to build up a retirement nest egg is an important first step to achieving your financial goal.
We can assist with the entire process and discuss the strategies available to you to start building wealth outside your home.
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.