ADVICE | Sorting out your financial affairs
There is incredible value in helping someone sort out their financial affairs.
When it comes to using our money most of us never give it a lot of thought other than knowing how to spend it of course. The closest we get is when you apply for a home loan and submit all that income and expenditure information, but that’s where it stops. Cash flow is one of the most fundamental foundations for getting ahead, and it's where we love to have those honest conversations with you about your spending.
In the words of Warren Buffet, “do not save what is left after spending; instead spend what is left after saving”. It sounds simple but it’s surprising how little it is practiced.
We can show you where you have been spending your money and importantly help you to get yourself organised financially.
When we look at your super statements for example, we know how the system works, we don’t expect that you do, nor want to, but we want to help.
Super, is a way to save money for your future. It is important to understand how much money you'll need in retirement and how to best manage your retirement savings.
Monday - Friday 9am to 5pm