|
| contact us |
| Head Office Qld |
| Suite 28 Level 4 |
| Hyper Centre |
| 50-56 Sanders Street |
| Upper Mt Gravatt Qld 4122 |
| |
| T: 1300 886 724 |
| F: 1300 886 725 |
| |
| PO Box 6714 |
| Upper Mt Gravatt Q 4122 |
| |
| |
| |
| |
| |
| info@360degreewealth.com.au |
|
Point of Difference
With financial markets becoming more complex you need every advantage available to manage and grow your wealth successfully.
Having a trusted Financial Planner dedicated to your success is so important. 360˚ Degree Wealth Consultants and Planners are a team
of experts you can call on whenever and for whatever the challenge you may face.
While you define the relationship by your
requirements, your highly skilled and trained
360˚ Degree wealth consultants and planners
are there to free demands on your time and ensure the solutions you select support your financial strategy.
They will work your wealth from every angle, with you to achieve your financial and lifestyle goals, providing a truly personal service. Leaving
you more time to do what you want to do.
Why clients with 360 Degree Financial advisers are happier, richer and more purposeful
The past few years have seen the role of Financial Adviser and the Financial Services industry come under intense scrutiny. Whilst much of this scrutiny is welcome there is a need to clearly and logically separate fact from fiction and to address the key question... “What do financial advisers do, and how do they add value to their clients?”
A common misconception among those who do not seek advice is that the benefits of having a financial adviser are purely financial. That is, the role of an adviser is to achieve an investment return that outperforms the market. In fact, the benefits of financial advice are numerous, and go far beyond the role of the financial adviser as an investment expert.
In the same way that professionals enjoy the education, training, experience and insight to help you make informed and sensible choices about all of life’s important issues, a financial adviser can help you secure your financial future.
A good adviser has three key roles and will tailor their services and advice to suit your immediate, medium and long term objectives.
- Your adviser’s strategic role involves coaching and guiding you through the various changes you will face throughout your life, helping and supporting you to make the big decisions.
- Your adviser’s tactical role is to provide you with advice combining investment planning, retirement planning and life insurance strategies.
- Once a strategy or strategies have been agreed your adviser will then turn your plans into action both implementing your financial plan and continuing to monitor, modify and adjust it to your changing circumstances.
Need some help making decisions call Shane Duff @ 360 Degree Wealth Services on 07-33403600 or use our contact page.
|
EditRegion4EditRegion5
