Where can I find a financial planner, how do I know if they are any good. What sort of benefits can I expect out of the process?
These are all important questions. What you need to do before you engage a financial planner is think about what it is that you are trying to achieve. You need to have a good conversation about what worries you, what you would like your lifestyle to be like and what you are prepared to do to achieve your objectives.
Financial planning is all about you, your family and the resources you have. How do you best use the resources you have to get the outcomes you want. Would you like to pay less income tax ? Does more Age pension sound attractive ? What about secure income ? Is it possible to protect my capital against heavy share market falls like Covid and the GFC. Can we afford that holiday to Europe ?
These are all questions your planner will be able to assist you answer in the way that you would like. If you are looking for an adviser then give us a call as we are very happy to assist.
In the Northern Suburbs we are located at Suite 6 231 Balcatta Road between Erindale and Wanneroo Roads in Balcatta. Close to Reid Highway and the Mitchell Freeway.
In the Southern Suburbs we have an office at Suite 3 102 Catalano Circuit in Canning Vale just off Banister Road.
We are a fee for service practice where you will be told what our services cost cost before you agree to meeting with us and before we prepare your advice. There will be no surprises.
I have been providing advice since 1988 and still looking to work for another 7-10 years. This will ensure you are well established and enjoying your perfect lifestyle whilst remaining on the financial security path.
It is never too early to start planning.