Making the right decisions about your finances has never been so important. A financial adviser can help you do this by understanding your financial situation and helping you develop a financial plan to meet short and long-term goals.
The right financial adviser has the potential to provide outstanding value for money - creating a benefit that reaps rewards far in excess of the cost involved.
Of course, 'value' often goes beyond dollars and cents. It can be the peace of mind and security that comes with being prepared for the future. Or it may be the helping hand that arrives at a time of personal upheaval. Sometimes it's the clear sense of direction one of our expert Gold Coast financial advisers can provide when we arrive at one of life's crossroads.
Most importantly, the value of good financial advice isn't exclusive to 'the wealthy'. We all have the potential to build financial independence. Sometimes all it takes is a partnership with a skilled adviser to help us reach that potential. Some of the services provided by a planner include setting financial goals, saving and investing, protecting your family with insurance, retirement planning and much more.
Whether you have definite personal goals, like saving for retirement or funding your children's education, or you're facing a raft of financial challenges, a financial planner can make a worthwhile difference. Put one of our financial planners to the test, and like the people in our case studies you could be offered sensible, achievable solutions that identify opportunities and help you avoid costly mistakes that could derail your future plans.
With outcomes like these available, professional financial planning advice is definitely money well spent.
Contact IFS for an obligation free meeting with one of our financial advisers at the Gold Coast, Brisbane or Melbourne offices, by completing the form below or calling our Gold Coast head office.