What are your financial goals?
In order to assist you create and accumulate wealth, we need to understand your goals and motivations. And it isn’t just your financial goals we go through, but your life goals as well.
Our team will work with you to discover where you are now, where you want to be and how we can work together to get you there. Only once we understand what makes you tick, can we begin to work well for you.
We offer a broad range of services in house, so you won’t be limited in your path to financial success. We want you to achieve your goals, in a way that makes sense for you. In order to assist you achieve your goals, we provide our clients access to the following services;
- Budgeting and Cashflow Support
- Superannuation Review and Advice
- Investment Review and Advice
- Insurance Review and Advice
- Retirement Planning
- Mortgages and Finance
- Accounting and Tax
- Property Investment Advice
No matter your strategy, you will not be alone - we will touch base with you along the way to ensure your strategy is still working for you. We know that life doesn’t always follow a straight path, so through regular reviews we can make the necessary adjustments to ensure you reach your goals.
To find out more or to arrange a no obligation consultation with one of our financial planners, please contact us on 1300 726 082 or click here to arrange an appointment.
Budgeting and Cashflow Support
Knowing where your money is going and how to budget correctly to achieve your goals are important steps in achieving financial independence and financial wellbeing.
Our financial planners can assist you with discovering and managing your personal/household cashflow, and make recommendations on how it can be improved.
Our team can also work with you to develop achievable budgets, in order to assist you in comfortably reaching your goals, and take control of your financial situation.
To find out more about our budgeting and cashflow support solutions, please contact us to speak with one of our financial planners today.
Our Australian Financial Services Licensee
Our Australian Financial Services Licensee (AFSL No: 326450) is Wealthsure Financial Services Pty Ltd. All financial advisers must operate under an Australian Financial Services Licence. We’ve chosen Wealthsure because they represent over 250 advisers throughout the country. They are the largest boutique and privately owned Australian Financial Services Licensee holder in the country.
Although not owned by any large corporation, like an insurance company or bank, Wealthsure is large enough to have the resources – and provide access to – up to the minute research on all products and strategies. In fact, they have one of the largest approved product lists in the financial industry, as well as the research to support it.
Wealthsure Financial Services Pty Ltd
Australian Financial Services Licensee
License No. 326450
ACN. 130 288 578
Head Office: Level 1, 190 Stirling Street
PERTH WA 6000
Financial Planning advice is provided by John Hopkins Financial Services Pty Ltd - ABN 21 109 346 625, Corporate Authorised Representative of Wealthsure Financial Services Pty Ltd AFSL: 326450