A financial planner provides you with valuable assistance in planning for your future and making the most of your money. The benefits of financial advice are numerous and far greater than simply recommending where to invest. Not only will a financial planner give you advice on:
- Budgeting and managing debt
- Wealth accumulation and investment strategies
- Minimising tax on investments
- Superannuation and retirement strategies
- Maximising social security entitlements
- Protecting your family with insurance
- Wills and estate planning
Their advice should also give you:
- Relief and reassurance – you now have a financial strategy in place
- Confidence and satisfaction you are making the most of your situation and a professional is looking after your interests
- Peace of mind you can sleep at night knowing you are on the right track
Search for retirement living options in:
- Australian Capital Territory
- New South Wales
- Northern Territory
- South Australia
- Western Australia
If you would like assistance getting your accounts under control as we approach the end of financial year, call us today on 1300 79 80 38.
Visit our Financial Knowledge Centre where you will access educational videos and articles, plus join our monthly e-Newsletter to help improve your financial knowledge.
If this article interested you and you would like to speak to Pat Casey on the phone, select a time to speak Pat – Financial Planner Sydney.
At Assure Wealth we specialise in helping busy, successful families structure their finances to achieve greater wealth and financial peace of mind.
Disclaimer: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Walker Lane Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Walker Lane nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
Assure Wealth Pty Ltd ABN 31 965 466 780 Corporate Authorised Representative no. 1244817, Patrick Casey Sub-Authorised Representative no. 1244748 of Walker Lane Pty Ltd ABN 70 626 199 826, an AFSL holder No 509305.