If you think financial planning is reserved for those on the BRW Rich List, you’re mistaken.
On the contrary, taking control of finances and building a strategy is one of the best decisions anyone can make, regardless of their wealth (or lack thereof) and life stage. Many of our clients are singles in their 20s, young families and elderly Australians in their retirement.
The best time to start financial planning is now, no matter how much money is in the bank (or anywhere else). Here we catch up with an ActOn client, Henny, to better understand her motivation and experience. But before our chat, let’s start by breaking down the basic concept of a financial plan to show how accessible it is and how fundamental it is to growing anyone’s wealth.
Here in Australia, responsible and legal financial planning can only be undertaken by a trained and accredited professional financial advisor. The service delivers a roadmap to achieving the client’s short and long-term lifestyle and financial goals. It empowers the client to take control of their cash flow budget and explore various ways to grow their wealth.
For most people, the primary purpose of a financial plan is to improve their finances. However, there are other compelling reasons to get in the driving seat.
When you create a financial plan, you don’t suddenly lose all life’s pleasures. The basic building blocks are understanding and better-controlling budget and cash flow. After that, things can go in many directions.
Exploring health or life insurance policies and superannuation and retirement planning can be an opportunity to save money. As the saying goes, saving money is making money! Investment advice, property advice, estate planning and more are also part of holistic financial advice.
We’re not going to say no, are we? You might think we’re biased, so why not find out by reading our 5-star client testimonials? Money spent with us is money saved and made. There are many reasons to appoint professional financial advisors like ActOn.
OK, now we have a good understanding of the why and how, let’s meet Henny, a real-life ActOn client, and learn more about her financial journey.
To ensure financial stability and growth.
Better understanding of my overall financial situation.
Actually understanding my financial situation.
Have enough money available to travel the world and make memories with my kids.
Go and find yourself a certified financial planner!
If you’re interested in speaking to a financial adviser in Melbourne (we also serve interstate clients), reach out to our team today. We’d be delighted to help!