Wise Wealth Management Group in Bella Vista | Financial planner

Wise Wealth Management Group

Locality: Bella Vista

Phone: +61 1300 763 007

Address: Unit 6e 7 Meridian Place 2153 Bella Vista, NSW, Australia

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

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• Insurance broker

10.01.2022 Comprehensive Financial Advice vs Simple, Single use Advice What is ‘Comprehensive Financial Advice’? Comprehensive Financial Advice is the development of an all aspects plan to help you set and achieve financial goals. It includes planning for saving, investments, insurance, superannuation and retirement planning. Basically it is a plan for all aspects of your finances leaving no stone un-turned to achieve a better outcome for your financial goals.... What is ‘Simple, single use advice’? Simple, single issue advice addresses a particular aspect of your finances, for example, the best way to make personal super contributions. Often advisers would lean towards single issue advice as it is as its name states it is simple and a less amount of effort for return is required. Advisers which genuinely care for improving their client’s financial well-being would be more inclined to offer ‘Comprehensive Financial Advice’ and hence taking their time with each of their clients to make sure they have looked at all avenues available to increase their financial security. This is something to ponder when deciding on a Financial Adviser or Planner Firm alternatively you can contact us at Wise Wealth Management Group to be sure you are receiving the best advice from one of our skilled Financial Planners.

09.01.2022 How long could you afford to live if you were to STOP working?! According to the Australian Bureau of Statistics at age 65: 1% are Wealthy 4% are Financially Secure... 3% must continue to Work 63% are Dependent 29% have Passed Away We are also on average living longer in retirement, in fact 20 years, that’s a very long time not to be generating income! The Australian Government Pension if eligible pays approximately: Singles: $440 per week Couples: $330 per week (Each) Could YOU afford to maintain your current lifestyle with this as an income? At Wise Wealth Management Group we help our clients by implementing strategies to: Reduce Debt, Minimise Tax, Build Wealth, Manage Risk & Create Legacy. What is holding YOU back? Procrastinating or Fear of investing? Successful people prosper because they know what needs to be done and they take correct action immediately. Our advisers are passionate about Understanding your financial position, Designing a Comprehensive plan, Educating you along the way, Implementing our recommendations and continuing to Review as circumstances change to make sure we stay on track to achieve your financial Goals and Objectives sooner. Call us today for your free consultation, we look forward to hear from you! 1300 763 007