Financial Planning And Retirement Advice

Many people see investment advice and Financial Planning as one and the same thing.  This is one of the great myths that have emerged over the past 30 years, sometimes driven by so called advisers themselves. Financial Planning is about you, not about your money. In other words a good financial planner will spend time with you to understand your key life objectives, your current resources, your attitude to risk and indeed what level of risk is appropriate to reliably achieve your objectives in life.

Retirement may seem a long way off but the reality is that too many people leave planning for their retirement too late and then have to compromise on either their short term or long term objectives. It is in periods like this where compromise leads to anxiety that poor decisions are often made. We consider retirement as one of the stages that need to be considered in any holistic evaluation of goals and objectives even for the younger members of our community.

We seek to understand your goals and work with you to establish a realistic and achievable framework upon which to build your savings and investment strategy.

  • Use our experience and expertise to put together a financial plan and strategy designed to achieve these goals.
  • Assist you to stick to your long term plan and be the sounding board for all of your major decisions – in effect your financial coach.
  • Put your interests first.

What you will not get from us is:

  • We will not predict markets or forecast returns, we don’t control markets.
  • Switch and trade your portfolio constantly. Any changes or adjustments will be justifiable and in your best interests.
  • Give you unrealistic expectations.

Gunnamatta (Qld) Pty Ltd ABN 36 616 873 410 trading as Fiducia Private Wealth Management is an Authorised Representative No. 413330 and Credit Representative No. 413734 of FYG Planners Pty Ltd ABN 55 094 972 540 Level 2, 39 – 41 Alexander Street, Burnie TAS 7320. AFSL/ACL No. 224543