Future Wealth centre

Head Office

Ground Floor, Unit 2,

180 Newcastle Street,

Northbridge WA 6003

Phone: (08) 9269 5400

Fax: (08) 9269 5455

Postal Address

PO Box 379
Leederville WA 6903

  • Black Facebook Icon

Copyright © 2017 by Future Wealth Centre  | Perth | Western Australia

Start growing your money in 2017

27 Feb 2017

The start of the New Year is a natural time to review your hopes, dreams and goals. For most people it ends there. Only 8% of New Year’s Resolutions are actually achieved.*

People think it is simply a matter of will, misunderstanding how habit change really takes place. They fail to put plans in place or get support in to help achieve their goals. Little wonder they experience ground-hog day each year.

Yet it is possible to achieve your goals. For most of us money is an important aspect of our goals. Not money in its own right but rather the choices that it enables. It helps us afford the goals we have.

One of the proven ways to growing your money is to make better use of it. In essence financial planning is about getting clear on the goals you want to achieve and then maximising the effectiveness of your money to help achieve them.

 

This involves:

  • Clarity about your goals

  • Organising the financial aspects of your life – investments; super, insurance and household finances

  • Objective plans in place – ones that all parties agree on - to achieve the goals. Money is highly emotive as it is often connected to our self-worth and other choices. Objective advice helps minimise this

  • Accountable support – to help keep you to the plan and review progress towards achieving the plan

  • Educated advice – to help inform your decision making

The key thing is that it pays to get help. Just as an athlete needs a coach to get their best performances so a financial advisor can help maximise the value of your money. Making it work for you. Growing it. Helping you to reach the goals you want.

 

Did you know ?.....

  • Advice from a financial planner can add 29% more wealth through to retirement; Morningstar**

  • A financial advisor can add as much as 3% of value in net portfolio returns per year through smart financial decisions; Vanguard**

  • 70% of those who work with a financial advisor or planner are on track or ahead in saving for retirement, compared with just 33% of those not working with an advisor; John Hancock Retirement Plan Services**

To find out how a financial advisor can start maximising your money and helping you achieve your goals call Cathy Rademeyer, Future Wealth Planners

on 08 9269 5400

 

Cathy Rademeyer and Future Wealth Planners are Authorised Representatives of Synchron AFS Licence No. 243313

You have received this email because you are a valued client of Future Wealth Centre.

For more information about what you have read, please feel welcomed to contact us on 08 9269 5400.

Our mailing address is: Future Wealth Centre, Level 4, 50 Oxford Close, West Leederville, WA 6007, Australia

 

Disclaimer:

The information contained in this email and its links/attachments are general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

 

* "New Year's Resolution Statistics." 2016 Statistic Brain Research Institute. StatisticBrain.com. http://www.statisticbrain.com/new-years-resolution-statistics/esolution-statistics/

 

** As quoted www.nerdwallet.com/blog/investing/are-financial-advisors-worth-fee

Please reload

Recent Posts
Please reload

Join Our Mailing List