When I first met Geoff, he had just set up his own printing business in his garage and was earning a moderate income. After borrowing to finance his equipment and start-up costs, it dawned on Geoff that if he were unable to work, he could find himself in serious financial difficulty. I pointed out a […]
This is a short clip that explains how income protection works in your overall protection strategy. Income protection insurance comes into its own when you have commitments like a mortgage and a family. It is particularly helpful if you are self-employed and rely solely on your ability to work to earn an income. But it […]
Just because your children are adults, with good jobs and maybe even married with children of their own, it doesn’t mean they shouldn’t be considered in your retirement plans. Family is a risk that many don’t consider when planning for retirement. After all, you probably have little or no debt now the kids are independent […]
We all want our children to have the best possible future. Here are three things you can do today to help give your kids a good start in life. Having a family is one of the milestones in life that gets you thinking seriously about your financial situation. After all, we want to be able […]
Australians merrily take out car insurance without a second thought but are more reluctant when it comes to protecting their family and lifestyle. It’s not surprising then, that we are seriously underinsured. So, what are the different types of insurance that should be considered? – Life insurance– provides a lump sum to your family or […]
The tax deductibility of income protection insurance premiums makes now the perfect time to consider cover for your most important asset – your ability to earn. With the end of the financial year approaching, if you hold income protection outside your superannuation fund you can pay premiums 12 months in advance and offset the expense […]
Financial Advisor Adelaide
We are an award winning practice that has been providing financial advice to South Australians since 1969. We really enjoy getting to know our clients and building a relationship with them that lasts over many years. We have a diverse range of clients from mum and dad to AFL players to ASX CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain. Our clients describe a 'breath of fresh air', personable, expert and people with high integrity. Clients have also mentioned that they are not treated as a number and the advice is specific to them. Working with clients for clients.
Financial Planner Adelaide
The one most rewarding thing about being a financial planner in Adelaide is when you have been working collaboratively with a client in developing and building their goals and objectives and the come to fruition. This give both the clients and myself a real sense of achievement and to use the famous quote 'are we there yet?' and together we can say YES! There has never been a better time to look towards what you want to achieve and start a financial plan so you can get there too.
Financial Planning Adelaide
A person's financial story is like a jigsaw puzzle... "lots of pieces needing to be put into their correct places". A financial adviser can assist a client to put the pieces in the right places by having a series of simple conversations about where a they are currently situated, where they want to be and what strategies can assist them. Every client has a different financial story and goals. Each jigsaw puzzle will always be different. A good financial adviser is experienced at putting together a wide range of jigsaw puzzles. Helping a client put their own puzzle together and seeing their satisfaction is a wonderful feeling.
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