Financial Planning

By: Yellow Brick Road Wealth Management - Glen Huntly  29-Nov-2012
Keywords: Insurance, Financial Planning, Superannuation

A Yellow Brick Road adviser will work with you to detail your goals, understand your circumstances and develop a financial strategy to meet your objectives. Key to this partnership is ongoing management and review of your financial plan, re-setting of goals, and adjustments to the strategy when necessary. Developing a financial strategy is much more than undertaking a ‘risk tolerance’ assessment and creating an investment portfolio that delivers that risk. It is much more complex, and rewarding, than that. A key philosophy of Yellow Brick Road is that the best answer for an individual is unique to that individual. Achieving an appropriate risk-return trade-off that best meets your goals requires a solution that ties together your objectives, preferences and circumstances. You need an adviser who is able to work with you and has access to leading professionals to design a financial strategy. Yellow Brick Road combines a team of senior advisers focused on the client, with specialist practitioners who work with the advisers and clients to deliver the best solution. To maximise wealth creation, you need to pay attention to how your objectives are achieved. Managing costs, including minimising taxes, is critical. Ensuring your investment infrastructure suits you can avoid pitfalls down the track, particularly around retirement, and can provide more flexibility and peace of mind. We have the necessary expertise to help you. Achieving financial security and sleeping well also involves thinking about how much financial risk you are comfortable with. We can help you understand your risk-tolerance levels, and translate and illustrate how risk can affect different strategies designed to achieve your objectives. We want to ensure that your strategy is understood and suitable to you. We have the expertise and processes to ensure we fully understand the risks of any investment we recommend, without just relying on third party investment options. You also need to know your adviser is free of vested interests. Yellow Brick Road is not tied to any financial institution, and we do not receive commissions on investment products. (If we do receive a commission, it is rebated to you.) Our advisers are not remunerated on a commissions basis.

Keywords: Critical Illness Insurance, Financial Planner, Financial Planning, Financial Strategies, Income Protection Insurance, Insurance, Investment Strategy, Life Insurance, Retirement Planning, Superannuation, Total & Permanent Disability Insurance, Trauma Insurance, Wealth Creation, Wealth Protection,

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