Many of us reach financial cross roads. The majority of clients that I see from day to day come to see us because of a trigger. The most common trigger is when the couple realise that the eldest child is leaving school and the youngest will soon be at that same stage. This is usually the time when couples start to think about their residual mortgage, lack of investments or superannuation.
Another trigger is an inheritance. We see many clients who have inherited money and need to find a way to invest and make the money grow and work for them.
You may have significant debt and require advice on how to restructure loans, credit card debt or other financial commitments.
Set up an Education Fund, a Self Managed Superannuation Fund or establish income for your retirement.
For the above and any other enquiries, phone Nick Stratus, our in house Financial Planner, on (03) 9690 2666 for a free consultation.
Lynne Wilton, Solid Investment Property
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