How Can A Financial Advisors Help You?

October 18, 2010

Our Financial Advisors in Newcastle are keen to help.  It's not about making money for our firm that drives us but the satisfaction and fulfillment we feel when we receive fantastic feedback from our clients on how we have helped to build wealth in their lives.  And it's not just about building wealth but about protecting it and helping future generations of families.  

With all that is happening in the financial markets around the world at the moment, it is only natural to be wondering where to invest and to recognise that you may need some assistance. And it may not just be for you, it may also be for your family, and your extended family. With spring weather upon the markets and investments can become a popular topic for discussion around the BBQ with friends and relatives.

So instead of taking advice from your friends and relatives who may not be qualified, it makes good sense to seek advice from a financial advisor and financial planning experts. After all it is your savings and your future for you and your family that is in question.

The financial advisors at chartered accounting firm Leenane Templeton in Newcastle are available to offer you assistance. You can have a one hour, no obligation, no charge consultation to discuss your needs with them. OK, but how can they help you?

Our financial advisors can help you assess your present financial position and listen to your personal goals as well as your financial goals and then determine whether you are in good shape to meet them and, if not, what is the best way forward to ensure you do achieve your desires. Knowing what your goals are puts you in a better position to make the right choices, and helps your financial advisor develop an appropriate plan for you and to tailor it to your needs.

The financial advisors at Leenane Templeton are always available to assist you in achieving your goals.

www.financialplanner-newcastle.com.au

www.selfmanagedsuperfundstrategies.com

www.leenanatempleton.com.au

www.newcastle-accountant.com.au

 

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