PLANNING … YOUR KEY TO FINANCIAL SUCCESS
As the saying goes, ‘failing to plan is planning
A partnership with Assure Financial Services makes your money
work for you.
Our partnership establishes key lifestyle and financial
goals and develops a plan to reach these goals by making
optimum use of your financial resources.
We do this by taking into account, your …
||lifestyle & financial goals
Many considerations and much research … elements
of your investment plan.
Assure Financial Services considers, researches and establishes
financial plans for each client on an individual basis
to ensure their goals are met and future is secure.
The first step to investing is to set your LIFESTYLE
AND FINANCIAL GOALS.
Your lifestyle and financial goals are entirely personal,
and how they are achieved will be different to your
family and friends. This is why each financial plan
is strategically personalised and completely individual.
What works for you will not work for everyone.
The second step it to establish your RISK PROFILE.
Also referred to as your ‘comfort factor’
or the ‘sleep at night theory’, the establishment
of your financial plan will almost entirely depend on
your risk profile.
Do fluctuating markets cause you concern? Will the
nightly financial markets report on the news make you
worry? Assure Financial Services comprehensively researches your
answers to these and further questions before recommending
an investment strategy.
The third step is WHERE TO INVEST.
There is not a set investment strategy or ‘model’
for each investor. Within each risk profile there will
be a different investment strategy depending on you,
your needs and goals. Investment risk is the key to
developing a successful investment plan. While all investments
potentially have risks, we seek to conservatively manage
the risks that you take.
THE KEY TO FINANCIAL SUCCESS IS
IN THE PLANNING!
A documented financial plan sets out these goals and
shows you how to achieve them.
A comprehensive financial plan encompasses not only
your investment and superannuation needs, but also looks
at your insurance, estate planning and debt structure
to ensure you are completely covered.
You can be assured that your future is not forgotten.
If you are single, a future spouse and family can be
accommodated. As a couple, children and/or career changes
are taken into account and in later years, we bear in
mind your retirement needs.
Via its affiliation with Chartered Accountants, Cosgrave
Soutter, AFS facilitates access to an integrated suite
of financial services. Taxation and business structuring
are integral to the financial planning process and the
strategy development set to achieve client’s goals.
The information contained within this website is of
a general nature only. Whilst every care have been taken
to ensure the accuracy of the material contained herein
at the time of publication neither the author or Licensee
will bear responsibility or liability for any action
taken by any person, persons or organisation on the
purported basis of information contained herein.
Without limiting the generality of the foregoing, no
person, persons or organisation should invest monies
or take action on reliance of the material contained
herein but instead should satisfy themselves independently
of the appropriateness of such action.