Financial Advice is in the midst of tumultuous change - for the better! By 2013, investment and superannuation up-front and trail commission-based products will be disallowed in Australia and those firms offering genuine fee for service financial advice, with every fee communicated, will flourish. This now means that property investors can utilise these services and know that our advisor acknowledges property as an integral component of their financial plan.
Through Darren Foster, our Financial Advisor, you will not only find a person explaining the fee structure up front but someone who fully plans your wealth via strategic advice, planned to achieve your goals and dreams.
For most of our clients this means advising them how direct property fits into their long term wealth accumulation plans. We also look at how to structure their affairs so they can clearly see a long term plan. This could include business premises and other investment properties together with diversified investments and superannuation.
You will have a clear plan of where your wealth will accumulate to suit your investment preferences and risk profile. We assess this with you and/or your personal partner on a regular basis so you stay on track with your long term targets.