Do you need help to get your super, life insurance, mortgage, cash flow, investments or estate planning working together to create financial independence?
95% of clients who come to see us express some level of financial disorganisation. Every one of them wants it to be simpler and they want clear goals to pursue that will lead them to the life they want. The problem is that super funds, shares, managed funds, life insurance, estate planning, mortgages and pensions are each significant topics that most people don’t have a great handle on. Sometimes clients know something is wrong but aren’t sure how to fix it and won’t do anything in case it gets worse.
The first thing we do is to get you financially well organised. This takes an investment of your time to go through the areas and create a holistic, consistent financial plan that takes you from where you are to where you want to be. From there we match you to the best products for you. We guarantee to pick the best available product and not to force one on you.
The end goal for our clients is financial independence. We define it as having an asset base that is generating a passive income stream equal to your current expenditure. When this is achieved you can set sail and retire, feel free to pursue the things in life that really matter to you, or simply continue to enjoy your work for as long as you want. Continuing to work allows you to build an even larger asset base that allows you to generously provide for your family, or give back to your community or to causes that you want to support. The choice is yours.
If you want to get financially organised and on the path to financial independence we’d love to hear from you. Give us a call on 9382 8201 or use the form below.