Life is a journey and one by one events change our lives and our financial priorities.
Maybe you’re starting a family, have met someone new or need to provide aged care for a loved one. Perhaps you’re saving for something big, investing for the first time, starting your own business, reducing your work hours or planning your retirement. What happens if you get sick or injured or been made redundant?
These are all life events where a Financial Adviser may be able to assist.
We provide you with the advice you need, in language you can understand and in a way that is easy to action. Our Financial Advisers create a plan for you that’s flexible, and changes with you as your needs do. So what’s involved?
There are six simple steps:
- Arrange to meet with a Whittaker Macnaught Financial Adviser by calling
- Explore your needs and financial circumstances with your Financial Adviser
- Discuss and agree on your goals and financial objectives with your Financial Adviser
- Your Financial Adviser develops your financial plan
- Your Financial Adviser presents and discusses with you your financial plan that outlines the investment requirements to meet your goals
- Agree and implement your financial plan with your Financial Adviser
Your Financial Adviser will establish a partnership with you and, through regular reviews, your plan may change over time to ensure it remains relevant with changes in your life and needs.
We will keep you up to date with the performance of your investments with regular reporting and information.