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TAKE CONTROL OF YOUR WEALTH TODAY!
We have the knowledge and experience to help you to:
Set your financial goals
Review your current financial situation
Plan your pathway to retirement
Devise a wealth strategy
Budget and manage your cash flow
Offer a protection plan to minimise risk
What is Financial Planning?
Financial planning is about managing and growing your money as a way of securing your future financial security. Financial planning involves your super investment and cash flow and how these will assist in meeting your financial and retirement goals.
What does a Financial Adviser Do?
A Financial Adviser is a finance planning and wealth advice expert. They have the knowledge and experience to help you to:
- Set your financial goals
- Devise a wealth accumulation strategy
- Maximise your cash flow
What Life Events need Financial Planning?
During your lifetime, financial needs will frequently change to accommodate life goals. An expert financial adviser can assist and guide you to make appropriate decisions that align with your goals.
Here are some life events that may require financial planning:
You are starting a new career opportunity
You get a promotion
You are getting married
You wish to purchase a home
You are expecting a child
You got an inheritance
You wish to purchase an investment property
You are retiring
An on-going relationship with a financial adviser is critical to achieving your life goals.
What do I get in my FREE Wealth Review?
A free wealth review includes a face to face consultation with one of our Sirius Financial Advisers to discuss your:
Current financial situation
Wealth accumulation opportunities
Budget and cash flow
Exposure to risk
What is the difference between a Financial Adviser and a Financial Planner?
There is no difference. They do the same work, plan and advise clients on their finances and future security.