Wealth Creation and saving to achieve medium to long term goals is an area of Financial Planning that can be very rewarding for both the Planner & the client. I receive a lot of satisfaction sharing the journey with clients whom successfully meet their investment goals. It is a complex area within Financial Planning with many issues to consider. Liquidity, Flexibility, Risk, Fees, Returns, Taxes & Duration are just some those issues. Getting the balance right is not easy. There are so many options, Shares, Property, Bonds or Cash, the list goes on…
So you need to sit down with a financial adviser to talk through the various options open to you so that the Investment Advise you receive hits the mark. At Complete Financial Solutions we have a team of experts who can help you onto the pathway toward successful Wealth Creation. We have a research department in Sydney that is employed by us to create an Approved Product List. This ensures that in depth Due Diligence is performed on every product before we will even consider recommending it to a client. You are able to invest knowing that the homework has been thoroughly completed and that the investment strategy & products are a good fit for your situation.
We’ve helped many clients to move to a bigger house five years after commencing a strategy, to save for their children’s education. Or perhaps fund an early retirement, it’ all about deciding on what you want, getting professional advice on how to best set a course & then monitor your progress with ongoing fine tuning along the way.
Sometimes clients don’t know exactly what they want, perhaps it’s more of a feeling that you know things aren’t going as well as they should or that something is missing or wrong. We can help here also, by progressing through a thorough client Financial Needs Analysis (FNA), we are able to assist you with the goal setting process itself.
In my experience the first and most important step with investment Advice is to start at the beginning without delay. Sit down and commence the advice process, this first step needs to be taken before you should worry about the second step. As you progress through the process the light at the end of the tunnel will become brighter & bigger. Eventually you will have the realization that you should have done this far sooner. So please let one of our expert advisers help you to take that first step to commence your goal setting & Investment advice needs.
