“All of life is a journey which paths we take; what we look back on, and what we look forward to is up to us. We determine our destination, what kind of road we will take to get there, and how happy we are when we get there” – Anonymous.
Most of us never take the time to think about what we would like to achieve in life, We seem to be happy surfing on life’s waves and letting them take us where they will. How many of us actually determine where we want to go and make a plan to get there?
The reasons we don’t plan are many:
- We don’t have the time to think about the future and what we would like to achieve
- Financial issues are too complicated
- There are too many aspects to sort out – super, tax, mortgages etc and you don’t know what to do on any of them
- Fear of the costs of getting financial advice
Most of us treat money in the same way as our parents did – whether we save it, spend it or invest it. If we have grown up being broke, we get used to this mentality. We treat our finances as a secret, perhaps for fear of “not being able to keep up with the Jones'” or because we fear being embarrassed.
The most important decision you can make is to take control, irrespective of where you are in life and how much or how little you have. It is never too late!
Cecil Grimmer of You First Financial Solutions says : If life’s a journey, let’s make it the “holiday of a lifetime”.
Although we are all unique, there are many common factors in our life journeys. We seek to be “your trusted companion” in your life’s journey. We will assist you with defining your life objectives, create a strategy, work out the tactics and finally help you to achieve your aspirations in the trip of a lifetime.
Those people who are successful in life have personal goals at the outset and work with qualified professionals to assist them and keep them on target.
Our unique “One Stop Desk TM” approach means that although you may just be considering one area such as finance, we look at this strategically and ask those questions which look at other areas which may be impacted both now and into the future. This also means that you do not have to visit different people for the various aspects of your advice. This one fact alone will save you a lot of money. Your strategy requires an integration of many components in order to maximise your financial outcomes throughout the stepping stones of life. Using our “One Stop Desk” approach is the ideal way to maximise the information flow between the segments of your strategies and therefore the benefits and money saving to you.
Whilst we seek to provide a holistic service, we also cater for many of those “one off” financial decisions you will need to make during that trip of a lifetime.
We are proud of our offer which breaks away from the traditional “product sell” and “would you like fries with that” approach. We ask the right questions.
Take the first step and come in for an “Hour of PowerTM“.
- Wealth Management
- Risk and Estate Planning and Management
- Mortgage and other Finance
- Novated Leases
- Salary Packaging
For an “Hour of PowerTM” or any other aspect you might like to discuss,