The value of advice

Financial advice and you

As everyday life becomes more complex and complicated, making decisions about your superannuation, your insurance and your circumstances can seem increasingly difficult.

Clear, considered and objective advice from an experienced and technically skilled advice professional can help you make appropriate decisions that can improve the quality of your life.

Financial advice provides the information you need to suit your circumstances and your aspirations.

Advice and you

Quality financial advice helps you make the most of the assets you have, build assets, and achieve financial security and peace of mind. Quality advice:

  • Puts your needs first
  • Is all about you and what you want – your situation, your goals and your circumstances
  • Helps you better understand your financial situation
  • Considers alternatives and provides solutions and strategies that suit your needs
  • Clearly explains costs, conflicts of interests and any assumptions
  • Helps you to prepare for, or adjust to, changes in your circumstances
  • Equips you to achieve your financial and lifestyle goals
  • Helps you make better informed decisions
  • Provides you with security and peace of mind
  • Is clear and easy to understand

Wealth Report - Complimentary for new enquiries

We have access to an interactive online financial health check tool – and it is complimentary for new enquiries! It’s fun, yet seriously, powerful and revealing. Above all it is highly valuable in providing an understanding of your true financial situation.

Once you have input some basic data about yourself, you can produce your very own financial snapshot. This online tool uses the most up to date security encryption and adheres to all Australian privacy laws, but feel free to use an alias if it makes you feel more comfortable. The more data you add, the more comprehensive the report!

Just use your special access code, "MILLENNIUM3" to try it for yourself, or contact us and we will put you in touch with a financial adviser who can assist you getting started.

Wealth Central has been awarded the Best New Advice Technology Application by Investment Trends.*

*Investment Trends 2020 Advice Technology Benchmark Report, December 2020.

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