Every client is unique and will be in different stages of their lives and wanting to achieve different things.

BENEFITS FROM ENGAGING WITH A SWM FINANCIAL ADVISER

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You feel ‘lost’ and are not seeing progress or direction year after year. You require a once off or continuing plan for your financial future.

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You aren’t confident in committing to dealing with your finances and you want to speak to someone you can offer guidance in a clear and easy to understand manner.

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You are proactive in managing your finances but would like to speak to an expert so that you can benefit from an impartial and unbiased third-party opinion with your best interests in mind.

Ways that a Stretton Wealth Adviser can help include

STARTING OUT

-Buying a house
-Starting Investing
-Managing Income & Expenses
-Fund Allocation: Wedding, Holiday
-Starting Super
-Starting a family

THE JOURNEY IN THE MIDDLE

-DEBT FREE ASAP
-Investing for Retirement
-Household Budgeting
-Investment Properties
-Savings for Children
-Family Time Experiences

ADVANCED

- Transition into Retirement
-RetirementIncome
- Lifestyle funding
- Legacy Planning
- Estate Planning
- Community Contribution