The Value of Advice
Achieving your goals and the lifestyle you want comes down to getting the right advice that suits you.
And what’s more important than making the best decisions you can for your future, including your future financial wellbeing? Planning ahead lets you make the most of your savings and investments to get you to where you want to be.
A financial adviser can help you make well-informed decisions by providing you with the information and insights you need. Ultimately, wisdom comes from knowing what you don’t know and seeking help. Financial advisers have access to the latest tools and resources and the knowledge and experience to help you get on your way to achieving financial independence.
Wondering about the costs involved? You may be surprised by how affordable a financial adviser really is. And what price would you put on the peace of mind that comes from having a plan in place? In fact, research shows Australians receiving financial advice early can be over $90,000* better off at retirement.
Whatever stage of life you’re in, it’s never too late or too early to plan ahead, but the earlier you do, the better off – and wiser – you’ll be.
We believe that good financial advice is about giving you greater control and helping to design a plan that helps you achieve your goals.
So where to from here?
Call us today to book a first appointment. To get the most out of your meeting with your adviser, bring as much information as you can about your financial situation such as: details of your income, borrowings, savings and term deposits, property, superannuation, life insurance, shares and regular expenses. And don’t worry, all information is kept strictly confidential.
You should also have a really good think about what you want to achieve. Think about your short and long term goals and the kind of lifestyle you want now and in the future.
Consider the things that you would like to talk about and put together a list of questions you need answered. Your financial adviser wants to hear all about it.
They’ll also discuss your views on the general ups and downs of the markets, protecting yourself and your loved ones and other options available to you.
If you’re ready to take the next step, your financial adviser will prepare a comprehensive plan called a ‘Statement of Advice ‘ which outlines the strategies that have been carefully selected and tailored to your personal situation and future goals. A fee may be included at this stage. Once the Statement of Advice is signed, you’ll be well on your way to enjoying a more secure financial future.
Contact us today to discuss how we can help you achieve financial freedom.
*Source: Financial Services Council, KPMG Econtech, 2011.
This has been prepared by Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, (Financial Wisdom) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Financial Wisdom advisers are authorised representatives of Financial Wisdom.
Information in this video is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on this document.
This video may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.