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Top 10 Mistakes to Avoid When Choosing a Financial Adviser

Download our Free eBook that Outlines the Top 10 Mistakes to Avoid when Choosing a Financial Advisor, and Find One that’s Best For You!

Learn how to find a good Financial Advisor

Finding the right Financial Adviser that best suits your needs and circumstances can be difficult and confusing. That is why we’re here to help you to understand the financial planning industry and learn what to look for when you’re considering hiring an advisor.

This eBook outlines the top 10 mistakes to avoid when choosing a financial advisor, how to assess the environment in which they work, and the variety of skills and traits to look for. Secure your Financial Destination, and Download this Free eBook Now!

 By the end of this ebook, this is what you will know:

The How’s and Why’s

  • What does a financial adviser do?
  • Why would I use a Financial Adviser?

Section 2: The Bigger Picture

  • What does the financial advice landscape look like?

Section 3: What makes a good adviser?

  • What should I look for in my financial adviser?
  • Questions to ask potential advisers?
  • Shopping around for an adviser

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Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

Retirement

Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

Insurance

Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

Lending

Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

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