Access advice to guide your steps
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If you’re like most individuals, you probably have certain financial goals in mind. You may wish to save for retirement, purchase a home, pay off debt, or explore the world. Whatever your objectives are, they will require strategy and discipline to achieve. But how can you know if you’re heading in the correct direction? How do you know if you’re making the right financial decisions?
This is where a financial adviser may assist.
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Working with a financial adviser has numerous advantages, including:
Of course, working with a financial adviser is not free. You will be charged a fee for their services, which will vary based on the type and extent of the service, the adviser’s qualifications and expertise, and the value they deliver. However, if the adviser can help you improve your financial status and attain your goals faster and more efficiently, the charge may be worth it.
Learn more about the process by watching this quick video.
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Before you select a financial adviser, conduct a comprehensive interview, and ask them questions about their qualifications, services, fees, and anything else that is important to you. Compare many possibilities and select the one that gives you the most comfort and confidence.
If you find the perfect financial adviser for you, working with them may be a rewarding and productive experience. A financial adviser can assist you in achieving your financial objectives and improving your financial well-being. However, keep in mind that you are ultimately accountable for your own money and judgments. Financial advisers can only advise you; you must act and follow through.
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This website may contain general advice, but does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement. In the event that Funded Futures Financial Services is providing personal advice it will be communicated via a ‘statement of advice’.
Funded Futures Financial Planning ABN 81 646 656 804 T/A Funded Futures Financial Services is a Corporate Authorised Representatives and is authorised through Cobalt Advisers Pty Ltd ABN 64 628 654 099 who is an Australian Financial Services Licencee # 512550.