WHY YOU NEED A FINANCIAL ADVISOR
Superannuation, insurance, investments, budgeting... is your mind already wandering and eyes glazing over?
We understand that knowing where and how to invest your money, can be confusing and overwhelming.
We like this analogy from AMP: "Think of your money as vehicles travelling along various roads that can help you reach your lifestyle goals. Sometimes the road rules change and faster routes are built. And sometimes you can get a flat tyre or make the wrong turn - which delays your trip. Having a qualified professional - like a Financial Planner - guide you through the maze of roads and road rules could get you to your destination much sooner."
So, if you want to find out how you can be proactive and take control of your financial future, we can help you make the right decisions for you.
Just like any other professional service, a Financial Advisor is trained to advise you on a range of financial matters - helping to build, manage and protect your wealth.
We can help you to:
- improve your household budget
- reduce your debts and taxes
- save or invest for something special
- buy or renovate a home, paying it off sooner or investing in property
- protect your wealth and those that are important to you
- make lifestyle changes
- prepare for retirement, and
- make the most of your retirement income and any government payments.
The beauty of John doing this for you, is that he can also advise on your tax affairs, estate planning, preparing a will and much more. You can all the advice you need in one place from someone that knows and cares about you.
Whether it is helping you learn more about budgeting or implementing complex tax minimisation strategies, John will help you set clear goals and outline what you need to do to achieve them.
All you need to do is make an appointment to come in and see just what's possible.