So said a prospective client to one of our advisers recently.
It’s funny but we hear this a lot. And it’s probably not all that surprising.
Many people have a preconceived idea of what dealing with a financial adviser involves – and in our experience – this typically falls a long way short of what we bring to the table.
Your goals & circumstances are unique – and so is the plan we create for you
It all starts with helping you get really clear about your goals, and even unearthing some you may have previously mentally dismissed. (It’s amazing how often a client will mention something in passing that they’ve always wanted to do, but they had mistakenly believed wasn’t possible!)
Next we take a look at your financial landscape. Our advisers are gifted in identifying opportunities that are available to you right now to improve your arrangements and yield meaningful financial benefits.
Then, we create a personalised plan to enable you to attain each of your goals in your desired timeframe. Our team can also implement all elements of your plan to ensure this is done in the right sequence and correctly.
And because we offer a complete and integrated advisory service that covers wealth management/financial planning, tax, self managed super funds, finance and estate planning, we can co-ordinate all your requirements in-house. This translates into a more seamless and effective outcome for you that’s simpler and easier to manage.
Ongoing guidance amplifies the benefits
Making the most of your finances does require regular attention. That’s why – as an ongoing client of ours – we undertake a range of checks and adjustments on your behalf throughout the year. You are also welcome to check in with your adviser as often as you like. This allows you to run any important decisions by them, so you are well-informed and if you decide to take action, you can do it in the most financially efficient manner. (This alone has helped many clients save substantially on tax, or ensured they avoid any costly missteps.)
You’re also invited to meet at least annually, so together you can review how your plan is faring, and whether or not any refinements are warranted.
Better yet, as you check off each of your goals, you can set new ones – and that’s always a good feeling!
It’s your story – go live it
At 5 Financial, our focus is to help you feel clear and confident about your finances. This means helping you to create the best circumstances to thrive financially so you can live the life you choose, free of money worries.
As Founder and Principal of the business, I’m really proud of my team and the difference we make to the lives of the people we serve. In short, I think you’ll find us a breath of fresh air in the world of financial advice – and I hope you are inspired to make contact with us to find out what’s possible.
If this sounds like something you’d be interested in knowing more about, book a free, no-obligation consultation with one of our experienced financial advisers who will be happy to discuss your specific goals and circumstances.
Contact us today to learn more.
Founder & Principal