WHO WE WORK WITH
Successful investing starts with a strong understanding of what you’re trying to achieve and what your financial position is now. We work with anyone who understands that their financial success starts with them taking the first step, who is ready to be fiercely focussed and willing to take advice.
Can you answer YES to the following...
Do you feel in control of your finances?
Do you feel confident that you will retire comfortably?
Are you confident with your plan to reduce debt?
Do you have an up to date will?
Are you and your significant other on the same page with your financial plan?
Are you confident that you and your assets are protected?
If you answered NO to one or more of these questions then we recommend you download our B Wealthy App from the Apple or Google Play store and schedule a coffee appointment with one of our advisers today - coffee is on us!
New to Advice
Everyone’s financial situation is unique, personal and in some cases, can be complex. It’s often emotional too. From tax, investments and super to property, insurance and having enough to retire on, it’s often overwhelming to align the best options with your life stage and personal goals.
Often people seeking financial advice for the first time are either referred by friends, colleagues or family and are in most cases in financial turmoil. If that is you don’t be embarrassed to get advice.
Want to change Adviser
If you are reading this, maybe its because you have decided that your adviser is no longer meeting your needs or you feel you want to get another opinion on the advice you have been receiving.
Your adviser needs to be much like your doctor, lawyer or hairdresser. It's an entrusted person. You need to feel safe, feel like you are getting value from the service for which you are paying, like the person and feel that they have your best interest in mind. While we encourage you to work through your relationship with your current adviser, we understand that sometimes the reality is the relationship needs to change. If that is you, we recommend you speak to one of our advisers who will be able to guide you on the process you need to take on breaking up with your current adviser.
De-Facto Relationships | Blended Family
The conventional family is changing and raises challenges for ensuring your money goes to the people you want to leave it to. Are you across the impact a de-facto relationship can have on the redistribution of wealth? Are you confident that your partner and/or children are financially and legally protected?
Speak to one of our advisers who will be able to guide you on the best strategy for protecting your family and your affairs.
Looking to invest
We provide advice to retail and wholesale clients helping you bring together all the attributes of holistic wealth management including,
understanding your financial position, protecting your assets and achieving your goals. You can grow, manage and protect your wealth,
and save time and money under the expert guidance of our advisers. We deliver more than just guidance, advice and personalised strategies, we deliver you peace of mind and empower you to understand your finances.
Speak to one of our advisers who will be able to guide you on the best strategy for investing.
Looking to retire
Everyone’s financial situation is unique, personal and can be complex. It’s often emotional too. From tax, investments and super to property, insurance and having enough to retire on, it’s often overwhelming to align the best options with your life stage and personal goals.
Often people seeking retirement advice are nervous that they won’t have enough money to retire on. Sadly, this is the case for a lot of Australian’s born in the 40’s-50’s-60’s…they left their run too late relying on the house they bought 30 years ago or they thought the pension would pay the pay. The good news it is not too late to put a financial plan in place. We advise it is always better to look at retirement planning sooner rather than later.