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Getting Financial Advice

Talking to a qualified licensed financial planner is essential, so you can make more informed decisions. Whether you are considering investing a small amount or a large amount of money, knowing what your options are before you make investment decisions is critical.

4 Financial Advice uses a 4-step process that look at where you are and where you want to be financially. Using this 4-step process, we can help you work out what you may need to do now to reach your level of happiness with life.
The 4 steps of the financial planning process are:

  1. gathering your data & identifying your goals and objectives - such as details on your income and expenses, debt level, commitments, etc.
  2. preparing your financial plan document “Statement of Advice” (SoA). This will identify recommended investments and will address your options and outcomes
  3. implementing your financial plan
  4. reviewing and revising your plan to ensure it stays up-to-date and relevant to the economic climate and your changing lifestyle

 Take the first step 1300 882-456

Make an appointment to talk with someone CLICK HERE


 

Good advice will answer these questions:

  • What is my true current financial position in dollars & cents?
  • Where could I be in 5, 10 & 20 years?
  • How can I start with nothing and achieve my financial goals?
  • How can I pay off my mortgage in half the time?
  • Are there any Investments that are 100% Tax Deductible?
  • When could I invest in Investment Property? & How much will it cost per week?
  • How much tax could I get back this year with smart financial planning?
  • Is it worthwhile me setting up my own Self Managed Super Fund?
  • How can I achieve all the above with no starting money?

Take the first step 1300 882-456

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