What We Do
In this day and age we are bombarded by media advertisements and promotions on a range of services on offer from many large institutions, with messages full of technical terms and jargon.
At WealthForm, we start with your objectives first, then work back to an optimal financial strategy to meet your requirements and goals. WealthForm is able to advise on requirements ranging from investment of a lump sum or windfall, right through to the preparation, implementation and ongoing review of a holistic financial plan.
The Journey
It is only natural that our priorities can change and evolve throughout all of life's journey. If you're starting out, we can advise how best to accumulate savings, manage debt to your advantage, and protect your earning capacity.
Further on, your commitments may have expanded to a mortgage or two, mouths to feed, education needs to consider, a lifestyle to maintain and protect, and perhaps a business interest. WealthForm can advise how to make your cash work harder to achieve your goals, how to protect what you've worked so hard for, and to ensure your family is provided for.
Considerations
Given the fact that Australians are retiring earlier and living longer than previous generations, consideration must be given to eventual retirement. WealthForm can advise on whether you will have enough funds to maintain your desired lifestyle in retirement, whether or not your superannuation investments are consistent with your objectives, and ways to make your money work harder for you.
The most appropriate way for you to accumulate retirement savings would also be considered, whether it be a public offer fund or a Self-Managed Superannuation Fund, and if your retirement is imminent, how best to drawdown your nest egg.
Good Advice is Everything
Whether you're starting out, running your own business, working in someone else's business, planning for retirement, or just need financial peace of mind, we're here for you - contact us!
This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.