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The Value of Sound financial Advice

by Acceptance Finance

(Archived)
Wednesday, February 24th 2010, 15:39 GMT+11:00
Australia

Quality financial advice can help you make informed decisions about your financial situation. We can help you determine your short and long term financial goals and create a realistic plan to help you achieve them.

At some stage in our lives, we will need to decide whether we are going to accumulate, invest and manage our money, or seek advice and assistance from a qualified professional.

Some people may prefer to try the “do it yourself” or DIY approach, but an ever-growing number of us – overwhelmed by the growing complexity in legislation, uncertainty in investment markets and an increasing range of investment and financial options, are finding it more and more difficult to make the right financial choices that best suit our needs. As a result, we are increasingly turning to advice from professionals to help us achieve our financial and lifestyle goals.

A financial advisor can assist you to:

• Develop a sound financial plan
• Make your money work to your best advantage

Don’t underestimate the value of good advice.

• Professional financial advisers can provide a high level of support in a range of areas:
• Financial counseling to stem panic and ensure that quality assets are not sold unnecessarily
• Long term financial planning to manage economic downturns
• Recognising that redundancy can be a complex issue at a time of anxiety and uncertainty and helping you not only manage but maximise any termination payments
• Ensuring you are positioned to take advantage of new opportunities such as the current low market prices

Benefits of financial advice include:

• Helping to protect and build your income or investments
• Assisting you to plan major changes in your personal circumstances such as retirement, redundancy or illness
• Providing accurate information about changing laws and investment markets
• Providing you with access to new investment opportunities
• Giving direction and meaning to your income or investments
• Access to up to date research and market insights
   

Advisors can provide you with a wide range of services and advice to assist you in making the most of your financial opportunities, including:

• Tax – effective investment planning
• Savings and wealth creation strategies
• Cash, fixed interest, property and share investments
• Salary packaging or redundancy
• Superannuation and rollover investments
• Estate planning and
• Risk and insurance analysis

For further advice on this subject contact us on 1300 13 11 75 or email enquiry@acceptancefinance.com.au

Corporate Authorised Representative of

Meritum Financial Group Pty Ltd

ABN 93 106 888 215

AFS Licence 245569

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