The aim of Financial Advice is to create long term financial rewards. We
all have goals and dreams and these will vary from person to person. Some of
our aspirations are more important than others.
We believe our role at Wealth Effect Group is to help you prioritise
your goals and then put a financial plan in place to help you to achieve them.
It is important that these goals remain realistic and all life stages are
We aim to provide holistic financial advice and put a plan in place
taking into account cashflow, savings, superannuation, pensions and Centrelink
benefits. We also provide advice on personal insurance to ensure that the
effect of death or personal injury is minimal. A little change now in the way
that you manage your finances can make a big difference to your long term
retirement. As we are living longer retirement may be in excess of 30 years.
Our aim is to make those years as worthwhile as possible.
We see financial planning as a coaching role where we put a game plan in
place and then help to guide you through it. We understand that life is complex
and ever changing and therefore needs and requirements will need to be altered.
We work with clients to update all strategies in place on a regular basis.
The key to any sound financial strategy is to document, and of course
put place an action of plan. We aim to be thorough, holistic and approachable.
In doing this it is important that we get to know and have a respect for our