It is commonly assumed that seeking financial advice is for the wealthy, and it only helps the rich become richer, yet financial advice can prove useful to anyone who wishes to better their financial future.
Financial advice is like getting a health check-up for your financial situation. Your financial adviser is like your personal trainer, assisting you in achieving your best possible financial health.
Today it’s crypto-currencies like Bitcoin. In 2000 it was technology shares. In 1987 it was shares in general, and way back in the seventeenth century investors were going nuts over tulip bulbs.
I would take mental ownership of it rather than thinking it’s just something for old people to worry about.Read More
Looking forward to an enjoyable retirement? Check out our top 10 tips to make sure you’re on track.
Tip 1: Take stock
How do you want to live in retirement? How much will it cost? Do the numbers. Now, what does your super balance look like? Do the figures meet your expectations? If not, what action do you need to take now?Read More
Ask most people in their 30’s who their financial planner is, and the typical response might be huh? Most younger people have the perception that financial advisers are for older people with plenty of money to invest.
Whilst it’s true that people nearing or in retirement will benefit from sound advice. so will younger people. With the benefit of having time on their side, and with some help from an adviser, a 30-something can easily create a wealth formation plan that can provide a substantial payoff in the future.