Find An Advisor- Quick, FREE and no-Obligation
The most important questions will be answered when we match you to a financial planner. These questions and more can be addressed when we speak for our 10-minute matching appointment:
How much does a financial planner cost
What does the first initial appointment look like with a financial planner?
What do financial advisors do?
Older Sydney clients are often wanting to when they can retire and if they have enough money in Superannuation or investments to work less or stop working. At least 10% of your income during your entire working life is supposed to go into superannuation. If you are self-employed or had a baby the chances are you may not have enough. It may be time now, to get help from a planner as super is supposed to be the largest investment asset you have come retirement.
People often misjudge what they can achieve in a year much less their lifetime. We get it, for many of us retirement is years, even decades away. SO it is important where super, investing or planning is concerning you stay on track and avoid procrastination.
If you are in Manly, Vaucluse, Woy Woy, Singleton, Penrith and anywhere in between, we have a financial planner that is ready to meet you now. They will come to you and they are local to you. The best and most convenient place to meet is in your home. If this is not suitable, they are happy to meet somewhere else and discover what is unique about you.
Why use this service to find a Financial Planner?
Your Financial Planner will build and provide financial strategies that are entirely custom made and have you and your specific needs, desires and goals.
We match our client-first thinking with our high-calibre, award-winning financial advisers to provide a genuinely unique matching service that is trusted by thousands of Sydney families- just like you.
You may not need us but know of someone who does need a financial planner
If you have a family member, friend, neighbor, business associate or partner who needs some financial help and wants to create wealth options, why not refer them to us.
If they are not local to you this is not a problem either. We are in all areas like Brisbane, Melbourne, Adelaide, Canberra and Perth and have someone local who can help them today.
You will also get a $20.00 voucher for your trouble and go into the draw for an iPad Mini. We have four to give away every month, so you have a great chance to win.
You can send the form here.
Our parting comments before you fill in the 2 minute form.
The bureau of statistics published some statistics back in 2012 which advised that only 6% of people will either retire financially free or stable. The rest will be either partially or fully reliant on the government. This is a classic case of the saying: you can lead a horse to water but you can’t make them drink. We hope we have inspired you to “get thirsty” and make an appointment now with one of our experienced and successful financial planners.