What does a Financial Advisor do?
Our team helps both, self-funded retirees maintain their desired lifestyle throughout their after-work years and individuals looking to improve their financial health and manage their wealth.
We’ll undertake a review of your current finances, and provide advice so you can live the lifestyle you choose at any stage of life.
Why do I need a Financial Advisor?
Professional advice is most valuable when you’re going through, or planning for, a big life event, like starting a family, being retrenched, planning for retirement or managing an inheritance.
Will my superannuation still exist when I retire / will the government take my super?
While superannuation is government mandated, it is not held by the government, nor is it the government’s money. Your superannuation is your money. While you cannot access it before your retirement, it is still your money, basically held in trust. It’s in your best interests to have an active involvement in its direction because contrary to media reports, superannuation is not a blanket, one-size-fits-all product. Just taking control of your superannuation should increase your prospect of better returns.
My next door neighbour/cousin/workmate suggested I….. should I do it?
That decision should be considered against the long term investment credentials of your next door neighbour/cousin/workmate. Acting on the latest ‘hot tip’ may seem like a good idea, however it’s an inherently risky proposition.