Investment returns are only a small part of the role a financial adviser plays in ensuring your goals and objectives are achieved and maintained. There is no quick fix when seeking financial advice, although significant benefits can be achieved in the short term via tax management/tax advice, structuring your affairs appropriately, aged care advice, consolidating under-performing assets and maximizing Age Pension entitlements, among others.
We aim to work with our clients for the long term, building close relationships by knowing our client’s circumstances as intricately as possible and always being on hand to ensure they have the best opportunity to achieve financial and personal goals, or have peace of mind that they are in the best possible financial position.
A major part of this is the regular review process. As we know the landscape changes week by week, and what may be appropriate now may not be suitable in 6 or 12 months. Clients should be hearing from their adviser regularly and where possible, conducting a thorough review of all aspects of your situation.
As always, do not hesitate to contact us should you have any queries or questions. The information provided in this article is general in nature only and does not constitute personal financial advice.