When Friday starts like this 🙌....☕️ then Andrew is out to catch up with some lovely new clients while Nathan has “Gone Nuts” in Tasmania, just a casual 50k run with some other crazy people tmrw... ... See more

As they say..."From little things....big things grow!" With the help of a Qualified & Experienced Financial Adviser you can GROW your wealth and reach your goals faster and more safely. Contact us for a no obligation, complimentary 1st Appointment and we can talk about how we can help you GROW your wealth. ... See more

STOP ... it’s the weekend! Time to recharge the batteries before a big week helping clients next week! Taking a break from technology today to spend time with this cutie who is 4 on Wednesday 🥰

Income Protection Insurance – Protect Your Family now (in force before 1 July) to get Superior Income Protection coverage

The Rules are Changing….From 1 July 2021 there will be some major changes to the Income Protection Policies available to clients. The Regulator has ruled that current policies are too generous in their terms and conditions.

There is a window of opportunity right now to get a superior income protection policy that won’t exist for new clients after 1 July 2021.

If you are currently working and don’t have Income Protection cover, we can help you to review your current situation to determine how much cover you need and discuss with you the reasons why Income Protection might be right for you.

If you are working and have a level of income protection cover, now is the best time to review your cover as waiting till after 1 July 2021 will see less favourable terms available to you.

For peace of mind it is worth having a chat to see if income protection insurance is something that could be of benefit to you.

As Income Protection policies can take several weeks to approve, act now to get insurance in place before 1 July. ... See more

Misconception 4: Financial advisers just do Superannuation and Retirement

Definitely not the case, financial planning with a Qualified and Experienced Financial Adviser is about making the most of what you have for now and into the future. We can help you:

• Articulate where you are and where you want to be, forming the basis of our advice.
• Simplify your finances.
• Manage your cash flow in a smart way.
• Streamline your debts to free up money.
• Make your money (including your superannuation) work harder for you.

Every comprehensive financial strategy has three key components:
• growing your wealth
• protecting it
• enjoying it.

Helping you to achieve your goals in each of these three areas depends primarily on your life stage and what you value.
Discover how we can help you – and other generations of your family – get more out of life at each and every stage.

Contact us on 07 5479 5908 for a complimentary first appointment to establish how we can help you. ... See more

Misconception 3: Financial Advisers are all the same

This is definitely not the case, choosing the right Financial Adviser for you is key to developing a trusted and long-term relationship.

You want someone who really listens to you, understands your situation and has your interests at the forefront of their mind at all times.

Consider the Adviser’s qualifications, experience and background….facebook pages and websites give you a lot of information to consider.

Also consider reviewing the Australian Government Financial Adviser Register which gives you details of an Adviser’s professional history - https://moneysmart.gov.au/financial-advice/financial-advisers-register

Contact us today for a complimentary appointment to see if we are the right financial adviser for you. ... See more

Misconception 2: I can do my financial planning myself

We live in a digital age with information at our fingertips…often too much information, too much jargon and simply not enough time to master it all.

That’s why we are part of Australia’s largest network of Financial Advisers…meaning you deal with one qualified, experience and local Financial Adviser but have the backing of a huge team of experts - paraplanners, researchers, analysts, technical experts, administration staff and communications experts – to name just a few.

You’ll have an expert (& their team) to guide you to where you want to go – faster and more safely.

Contact our friendly team today on 07 5479 5908 for a complimentary first appointment. ... See more

Misconception 1: Financial advisers are just for rich people or retirees.

A financial advisers' role is to review your finances, help you establish goals and pave a path to a financially secure future - irrespective of your financial position or age.

It is about GROWING and PROTECTING what you have, no matter how much that is.

Most importantly it is never too late or the wrong time to ask how a Financial Adviser can help you.

With a great Financial Adviser, you’ll have an expert to guide you to where you want to go – faster and more safely. With the help of one of our qualified Financial Advisers, you can get a lot more out of life. Contact our friendly team today on 07 5479 5908 for a complimentary first appointment. ... See more

I have just been reading the common misconceptions about Financial Advisers....the biggest ones are:

* Financial advisers are just for rich people
* I can do my financial planning myself
* Financial advisers are all the same
* Financial advisers just do Superannuation and Retirement

Over the coming days we will share information about why these statements are misconceptions about our business.

With a great Financial Adviser, you’ll have an expert to guide you to where you want to go – faster and more safely. It's never the wrong time to ask how a Financial Adviser could help you.

We offer a complimentary first appointment to all new clients who are looking to understand how a Financial Adviser can help at their stage of life - https://riadvicemaroochydore.com.au/fa-and-you/ ... See more

Have you made a big financial mistake in the past? One that cost you a lot of time and money to fix? One that caused you a big headache?

Figures can be misleading, scary & not always relevant to you, but articles like this one are a good reminder that planning for retirement is in everyone’s best interests!

Talk to one of our qualified & experienced advisers about your specific circumstances & start planning for a secure financial future. ... See more