There is no better place to start than a service like this one that removes the guess work out of dealing with the financial planning industry. We offer a choice of financial planners to suit your occupation, budget and stage of life.
We see the use of a financial planner much like a financial coach. As such, it is extremely important your financial coach is one of the best. This is because it is your money and financial future we are talking about. As we all know, a lot of people in Melbourne are passionate about either AFL or Cricket. How important is the best coach to the teams overall performance of the team? This team wouldn’t be as successful would they? This is the reason why we suggest you run and don’t walk and fill in our two minute form. We all need a good, successful financial coach or adviser, regardless of how successful we are.
If you have a good successful financial planner, you should be applauded. If you don’t have a coach yet or are not happy with the one you have, maybe the following questions will help inspire you:
- What success are you looking for?
- How do you want to live?
- What is your plan to get there?