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Comprehensive Advice

moneyGPS has reviewed your financial situation and based on your current position it seems you have some important steps to take which are likely to be outside the realm of digital only advice. Because of this we believe you should speak with a specialist adviser from our comprehensive advice partner, Oreana Private Wealth.

Accessing professional help from a qualified adviser will ensure you receive a tailored financial plan that considers your personal situation, needs and financial goals.

Where required, your adviser can also provide regular ongoing advice to ensure that as your circumstances change and opportunities arise, your financial plan changes with you.

Comprehensive advice from a financial adviser includes:

  • The development of a detailed financial plan to help you achieve your financial goals.
  • Investment, superannuation and tax-related advice to grow your wealth and reduce the impact of taxation
  • Working with your accountant, solicitor, stockbroker and/or mortgage broker to ensure all your strategies and advice are aligned.
  • Regular reports and updates on your superannuation and investment portfolios.
  • Market reports providing up to date guidance on changing market conditions that may impact your portfolio and financial plan.
  • Ongoing advice that takes into account changing market conditions, adjustments to regulations and your individual circumstances.
  • Specialist advice on maximising Centrelink entitlements, including Veteran’s Affairs and Disability support payments.

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How You Benefit by Taking Advantage of comprehensive financial advice

How You Will Benefit from financial advice

  • A financial plan to achieve the goals most important to you and your family
  • Peace of mind that you and your family are covered in the event of illness, injury or death
  • A professionally managed investment portfolio that matches your comfort with risk
  • Confidence that your money is strategically managed in a tax effective manner
  • Education regarding sound money practices and cashflow management
  • Financial freedom to spend more time doing the things you enjoy

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Why comprehensive advice is important

You can improve your financial situation or achieve a specific goal by implementing a financial plan and receiving ongoing advice where applicable.

A financial adviser will work with you to understand your unique situation and how your goals can become a reality.

The plan is tailored to your situation and includes strategic tax planning, investment portfolio construction, cashflow management, wealth protection strategies and other financial planning techniques to ensure you have a blueprint to achieve financial success. The plan will articulate how to best make the most of what you have today and create wealth for tomorrow.

By regularly reviewing your financial plan, you can best take advantage of legislation changes, market opportunities, portfolio changes, etc, and adjust the strategies to include new goals and changes to your circumstances. Together with your financial adviser, you can achieve your idea of financial freedom.

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Tough Talk

There’s an old saying that a goal without a plan is just a dream.

Although most of us have goals that we wish to achieve or specific thoughts on how to create wealth or how retirement might look, only one in five Australians has a documented financial plan.

Without the assistance of professional financial advice, you may not be taking advantage of opportunities that are there for the taking.

Whether its poor performing investments or super, paying more tax than you need to, not having control of your spending and cashflow, or simply not having the time and expertise to implement the right strategies.

Without a contemporary professional financial plan, the goals and dreams most important to you may not be achievable.

 

Accessing financial advice from Oreana will provide you with

  • The ability to achieve financial goals most important to you
  • Expert and contemporary financial planning strategies
  • Ongoing financial education and support
  • The confidence that your financial life is in expert hands
  • Peace of mind that you best interest is at the heart of everything we do

At Oreana Private Wealth, our experienced advisers take the time to get to know you and understand what’s most important to you about money. Once we understand your goals and current situation, we will provide you with expert financial advice that aims to build your wealth and focus on achieving the goals most important to you.

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Comprehensive Advice

A financial plan will put you in control of your money and help you make the most of what you have today, however that’s just the start…

A financial plan will assist you achieve the things that are most important to you in life. It will provide you with a framework to review your affairs, certainty that your finances are in order, protection for the people you love, confidence that you will achieve your goals, and the comfort that you have a professional financial adviser looking after you.

You now have a roadmap, to help you live your best life.

5 Top reasons this will help your future:

  • Peace of mind that you and your family are covered in the event of illness, injury or death
  • A professionally managed investment portfolio that matches your comfort with risk
  • Confidence that your money is strategically managed in a tax effective manner
  • Education regarding sound money practices and cashflow management
  • Financial freedom to spend more time doing the things you enjoy

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Think about what’s most important to you and your family; both the financial and non-financial goals you would like to achieve. Once you know this, we can help you with the rest.