To map out a Financial Plan just for you – we need to get to know and understand;
With this information we can create a clear vision for your financial future. Building and protecting your wealth is our primary concern.
The financial roadmap we prepare covers the areas we discuss, sets out markers we can track and establishes a plan to create the life you want.
Our on-going service provides the accountability and monitoring to make sure you stay on course to a better financial future.
The Flinders Wealth on-going service offer covers;
If anything, we’re probably a bit boring when it comes to investments – but most of our clients like it that way. The secret to financial security isn’t a ‘get rich quick’ scheme and it isn’t particularly exciting, but it does work.
We apply a long-term investment philosophy that taps into compounding, promotes re-investment, limits transaction costs and defers capital gains tax.
From working with financial successful clients – well founded long-term investment principles applied with patience and discipline delivers strong returns over time.
Based on what your comfort levels of risk – we construct tailored portfolios applying our core investment principles;
Our firm is devoted to educating clients to stay the course. We try not to be too positive about short-term success, or too negative about short-term setbacks.
We can establish a plan to replace your income and protect the family home & household in the event of illness, injury or premature death.
Flinders Wealth provides a comprehensive range services which include:
