Financial Planners For Your Situation
We know you work hard for every cent you earn. Whether your in the manufacturing industry, health, defence or retail it’s time to make your money work for you and not only work for money.
Why is it that the wealthy and the poor have the the same amount of hours but one person will use their situation as a reason to take action and thrive while another becomes a victim. This is why we have developed this site with South Australians in mind.
The median income of a South Australian on average is lower than the rest of Australia and unemployment rates are nearly 10% in some areas of the state. This is unacceptable.
Our goal is to change this situation one person at a time. We hope, even if your situation is better than average, you will see the benefits in filling in the two minute form. The financial planners you will have access to can move you financial situation to the next level.
To do this, the financial advisor that you will see will focus on areas that you may over looked or are not focused on. They may be areas you are emotionally connected to and know logically you need to make a change. When you fill in our two minute form our financial planners will help you take care of the following areas of your life:
- Budgeting and setting goals including debt management
- Managing situation changes like a divorce, new job, house or a baby
- Aged care
- Addressing and dealing with Centrelink
- Getting into a SMSF-who should have a Self-Managed Super Fund.
- Help with your Government superannuation.
- Investing-Strategies around Gearing, and
- Investments-strategies and options.
We think you would agree these sorts of concepts can be complicated for some. This is why having an informative conversation with an advisor will really help you create the life you are looking for. All you need to do is fill in our two minute form.
At this point, you still may have concerns about using a financial advisor. It may not be convenient to see a financial adviser, which can be one of the reasons people don’t take the first step. You may not be located near a major town, may be extremely busy or it may not work to meet a financial adviser during business hours. You may be located in Mount Gambier, Murray Bridge, Victor Harbour, Mount Barker, Stirling or Bordertown. Wherever your locating or circumstances, we have someone who can assist you.
Its time to make a decision about your future.
If something is holding you back, it’s time to let that go. You may feel a little skeptical and wonder how someone who you don’t know or trust can help you. You may want a second opinion or something has changed in your life. Below we address the reasons people are deciding to see a financial advisor:
Your Future- is it in your hands or someone else’s?
We are reminded of the great Earl Nightingale’s comment about getting a fire going for a fireplace; “Give me heat and then I’ll add the wood”. This is how most people run their lives. We can’t rely on someone or the government to look after us in retirement or in the future.
It’s your turn to have the life you desire. If you fill in the two minute form, one of our professional advisers can give you a call and help you make a difference.