Understanding your money and finances can sometimes be very complicated and time consuming, often put off until tomorrow - except for many, tomorrow might be too late. Everyday activities such as mortgage repayments, paying school fees, planning a family, trying hard to balance the household budget, planning a holiday - all take time away from putting a proper plan in place to ensure that there's enough money to have a comfortable retirement.
One misconception a lot of people have is that financial advice is only for the rich. Others tend to think that financial advice only discusses Superannuation. Financial Advice allows us to have conversations that will help you to balance the use of your money to ensure you can maintain your lifestyle today and build towards your future financial freedom.
One misconception a lot of people have is that financial advice is only for the rich. Others tend to think that financial advice only discusses Superannuation. Financial Advice allows us to have conversations that will help you to balance the use of your money to ensure you can maintain your lifestyle today and build towards your future financial freedom.
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It is important to us that you can have trust in our relationship and advice. We'll always be honest with you and tell you, not what you want to hear, but the truth at all times. We use our knowledge, expertise and experience to make sure you can sleep well at night -knowing that you're on track to achieving your goals.
Wealth Peak subscribes to the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics. As licensed Financial Advisers, we must abide by this code at all times. This gives you the confidence that your interest is paramount in all our dealings with you. The Code of Ethics is divided into 12 different standards.
We've all got limited resources and are trying to make the most of these resources to achieve our long-term financial needs. Understanding your cash flow is the first and most important step in any given strategic financial plan. Understanding Cashflow - Simply put, cashflow is the difference between the amount of money you make (income) and the amount of money you spend (expenditure).
Understanding superannuation and how it works will assist you in growing your retirement savings. Remember that, money used to invest in a superannuation fund is actually your own money. You're forgoing about 10% of your earnings in the hope that this will grow overtime to fund your retirement. If that is the case, then isn't it prudent that you take more interest in your superannuation and how it's being managed and invested?.
There are many reasons why we all choose to invest in something or another. However, the main reason to start any form of investing - be it in property, shares, bonds or any other instrument - is to grow your money. You can invest using cash or you can borrow to invest. Using cash to invest relies on your personal cashflow to ensure you're contributing every cash surplus you have towards investing.
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