Opes Financial Solutions Pty Ltd in Melbourne, Victoria, Australia | Financial service

Opes Financial Solutions Pty Ltd

Locality: Melbourne, Victoria, Australia

Phone: +61 419 506 560

Address: Suite 11.8, 401 Docklands Drive 3008 Melbourne, VIC, Australia

Website: http://www.opesfinancialsolutions.com.au

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24.01.2022 "If you fail to plan, you plan to fail" is a famous quote. Setting financial goals and achieving them are important because health and wealth are critical to prosperity. A survey of Yale University showed that only 3% of the students had written down their financial plans for the future. Twenty years later a follow up survey of the sane graduates showed that the assets of the 3% who had written down their plan exceeded the combined assets of the 97% who had not demonstrating the need for a financial plan.

22.01.2022 So, what is financial planning exactly? And how can it be of value to you? Financial Planning is all about developing strategies to manage your financial affairs and achieve your financial goals in a systematic and professional manner and the first step in the journey would be to get the right advice. Over the coming weeks, we will be sharing more content on the world of finance. Stay tuned.

10.01.2022 In the process of wealth creation goal-setting plays a pivotal and a crucial first-step role. What do your goals look like? Whatever they are, make it count!

09.01.2022 Another question I have been asked often is 'why does one need a financial adviser'? Here is the thing: you could achieve your financial goals by yourself if you have the inclination, aptitude and most importantly the time. In our walk of life we seek the expertise of various professionals such as Doctors, Accountants, Mortgage Brokers etc. We do this because a mistake could be costly. What we are doing by hiring professionals to manage certain tasks is that we are outsourcing that task to experts in the field. It is very similar to what businesses do that is outsource non-core activities and concentrate on core activities, the tasks that you do well. A financial advisor is a trained professional who can assist you to create and protect wealth for your family.

09.01.2022 I get asked very often about what my underlying belief is. Well, I genuinely believe that good financial advice pays for itself.

07.01.2022 Let us talk about your New Year resolutions (hopefully, you still remember them!) But I suppose, they would be built around the three main pillars of 'Wealth', 'Health' and 'Happiness'. Whilst, I have limited experience with the other two, it is highly appropriate for to advise on the wealth side of things. Let me share what I tell most of my customers when hey first meet me: " You don’t need to be wealthy to afford a financial plan, but you need one to be wealthy."... Do you agree?

04.01.2022 The entire financial services is going through an interesting phase. However, I believe it is one that will deliver the best outcomes for the customer. The key factor is consumers being able to 'Trust' the financial services industry as a whole. So what role does 'trust' play in financial services? Stay tuned to know what I think.