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Financial Advice is so much more than investing in a range of products. A qualified adviser has specialist knowledge and expertise that helps you address your issues, set goals and work through strategies to solve your problems and remedy your financial situation allowing you to get on with the lifestyle you want without financial concerns. A Financial Adviser can devise a specific, tailor-made plan to suit your circumstances and lifestyle needs. Whilst an accountant considers your past tax liabilities, a financial adviser can help minimise these by planning for the future.
People seek financial advice for a variety of reasons, some have inherited a windfall, others are going through a separation, some have liquidity attracting a lot of tax. Most are planning to accumulate for a comfortable retirement and want to make the most of their investment dollar.
An adviser has the advantage of knowledge, training and experience in dealing with people in similar circumstances. An individual given the authority to offer financial advice is expected to undertake extensive initial as well as ongoing training. Through this experience advisers can help you make your most important decisions and set new priorities to secure your financial future. At Parkside, our advisers are focussed on helping you to create a blueprint that will achieve all your goals, not just those set after retirement.
Not as Easy as It Looks
Financial Advice has come a long way over the past decade. No longer a legacy of the insurance industry, Advisers must adhere to strick compliance regulation, ongoing training and education as stipulated in the Financial Services Regulation Amendment 2003.
This technical competence ensures that when a qualified adviser looks at your situation, they are aware of taxation implications, Centrelink possibilities, penalties and restrictions that you might face due to financial legislation. We can even plan for your beneficiaries to minimise the tax they might have to pay upon your death. Understanding the laws and technical information that may apply to a specific strategy can take a lot of time. Regulations frequently change and information may need to be gathered from a number of sources. Parkside boasts 4 Certified FInancial Planners and an accredited Superannuation Specialist who can provide top notch advisory skills to ensure that your investment dollar is maximised.
Plain English
Whilst some of our clients are highly specific and technical, most want a plain English understanding of their strategy, where to invest and how to achieve their financial and personal goals. With a carefully constructed financial plan (Statement of Advice) and ongoing care, we can ensure that you stick to your guns, achieve your goals and enjoy the lifestyle you want. We take the 'worry' out of your finances but make you responsible for sticking to your strategy.
A Long Standing Relationship
Most of all, we intend to build long standing financial relationships based on mutual respect, prosperity and achievement with all our clients. The financial plan is only the first step in the relationship to be followed with continual amendment, review and change as is necessary to ensure you achieve your financial goals. Quite simply, it's the ongoing financial planning relationship that makes our business work and helps you achieve your lifestyle goals. And finally . . . we expect our clients to consider others in the same situation and help us grow our business by referring others to whom we might be of help.
Find out more about our services, just click on the links below:
Financial Planning
Self Managed Super
Insurance
Estate Planning
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