Value of Advice

  What is financial advice?

     

 

Financial advice means different things to different people. In the end, financial advice is all about you. It could be:

  • solving your financial problems
  • being in control of your financial situation
  • protecting yourself and your family
  • defining your goals and attitude to money
  • tax-effective investment planning
  • maximising your earning capacity

What can financial advice do for you?

Make you feel better

Our advice helps you make the right choices for life's important financial decisions. 

  • Meeting life's challenges.  You may face challenges along the way, but with a personal financial plan, you’ll be prepared. You’ll have a real sense of control, and the peace of mind that it can bring.
  • Taking action.  You can rest easy, knowing that you’ve taken action and you’re not alone. You’ll be supported every step of the way by your financial adviser. 

Make life simpler

We are experts in financial management, qualified to help you navigate the complex legislation that governs investment, tax and superannuation. 

  • Understanding complex rules.  Investment markets and superannuation rules for different investment options and government entitlements are complex and change frequently. We have the knowledge and experience to explain it to you in a way that you’ll understand.
  • Choosing the best option.  We have the necessary training to make sense of all your options and help you choose the best solution. Even if you’re an expert in your own field, it makes good financial sense to ask for specialist advice when it comes to money.

Make a difference

We look at how your finances are structured and identify ways to solve problems and help you reach your goals. 

  • Managing your financial wellbeing.  We’ll get you organised and give you control so that you can maximise the potential of your money. We provide support and guidance on the best way to manage your financial wellbeing – whether it’s adjusting your debts to minimise repayments, saving for a home or a holiday, investing and planning for your retirement or maximising pension entitlements.
  • Making your money work for you.  We work with you to help determine which financial strategies will help you get to where you’re going. 

Save you time

Even with the best intentions, it's hard to find time to create a comprehensive wealth plan that will really make the most of your money.

  • Sorting out your finances.  Pulling it all together – income, insurances, investments, superannuation – can be overwhelming.
  • Taking care of a big job.  We can take care of it all for you, making life simpler and saving you hassle. Professional financial advice gives you more time to spend somewhere else, on something more enjoyable.

Latest Financial Planning News

  • Market Update 2019

    The financial year ends on a positive despite ongoing concerns around the China/US trade war, weakening global growth and the Brexit saga.

  • How the top 10 global companies have changes since 1998

    This is a very interesting snap shot of how the top 10 has changed in the past 20 years.  Fascinating stuff!

  • The longest US economic expansion ever

    Does this mean recession is around the corner?   Dr Shane Oliver Head of Investment Strategy and Chief Economist AMP Capital 

  • When can I access my super

    Superannuation is generally intended to help fund your retirement, but there are instances where you may also be able to withdraw your super savings early, depending on your situation.