One of the biggest misconceptions we come across today is the belief that financial planners are only for the rich, but nothing could be further from the truth.
There is a genuine gap in society where real financial guidance, education and empowerment are needed. The truth is that your financial planner can provide you with this, helping you in many different ways from budgeting and paying off your debt, to providing superannuation advice, personal risk analysis and management of your financial documents and Will.
Tailored financial advice
Our expert financial advisors have loved helping businesses and individuals ensure their financial security, manage their superannuation, plan for retirement, and build wealth, and now we’d love to do the same for you.
Understanding that no two families, businesses or retirement plans are the same, we create a personal financial plan based on your finances, goals, circumstances and risk profile to ensure you and your family are taken care of now and in the future.
Knowing that there are many different services you will require throughout your financial journey, we provide comprehensive financial planning. Your MoneySmith advisor will be able to assist you with all of the following:
- Financial coaching
- Debt management
- Document management
- Insurances (business, personal and general)
- Investments and gearing
- Self-managed superannuation
- Wealth building
- Retirement planning
- Aged care
For more information – DOWNLOAD our Schedule of Fees
Don’t leave your family’s financial future to chance; experience the peace of mind that comes from knowing your family’s future is secure. Speak to one of our financial advisors today on 1300 788 552.