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Financial Planning &
Retirement Advice
Our advice is always guided by what is important to you and asking the right questions is what we do. We look at where you are now, where you want to be in the future and look for the opportunities to ensure you reach your goals. We focus on you.
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. Financial planning is about you, it’s not about your money.
We consider retirement as one of the stages that needs to be carefully considered in any holistic evaluation of goals and objectives, even for the younger members of our community. Retirement may seem a long way off for some, 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 can made without professional guidance.
Our team 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. This will ensure we 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 your 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 and give you personalised advice.
Give you realistic expectations on potential risks and returns.
We won’t make market predictions; we know markets function efficiently and work best over time.
We won't take unnecessary risks with your capital.
Personalised advice. Reliable outcomes. Rewarding Relationships.
Superannuation
Advice
Superannuation is undoubtedly the most tax effective means of investing for the long term.
Unfortunately it can also be quite confusing, and many people put it in the too hard basket.
At Fiducia we see superannuation as a vital component of any long term plan, primarily because of its tax effectiveness but also the inherent estate planning opportunities that it can deliver.
But what superannuation fund is the right one? Should you have a self-managed fund? Should you use retail or wrap accounts or are your needs met by a simple low cost industry fund?
We believe that all forms of superannuation funds have their place and we will recommend that which we feel is appropriate for your needs.
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 1, 41 Mount Street, Burnie TAS 7320 AFSL/ACL No. 224543