{"id":5391,"date":"2018-02-27T14:45:23","date_gmt":"2018-02-27T04:45:23","guid":{"rendered":"http:\/\/prosolution.com.au\/?page_id=5391"},"modified":"2023-05-30T11:48:41","modified_gmt":"2023-05-30T01:48:41","slug":"financial-advice","status":"publish","type":"page","link":"https:\/\/wealthcoach.com.au\/stage\/financial-advice\/","title":{"rendered":"Financial Advice"},"content":{"rendered":"[vc_row type=”full_width_background” full_screen_row_position=”middle” column_margin=”default” bg_image=”3166″ bg_position=”left top” bg_repeat=”no-repeat” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”300″ bottom_padding=”300″ overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”40″ bottom_padding=”20″ overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”2\/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]\n

Holistic financial advice maximises the value delivered to you.<\/h2>\n

We have nothing to sell you. We do not receive any financial or non-financial benefits from any investment recommendations including property, shares, super funds and so on. We do not receive any commissions, referral fees or kickbacks. Our only vested interest is you. Honest advice that is 100% in your best interest.<\/p>\n

We have equally robust evidenced-based investment methodologies for all asset classes including residential property, shares, bonds and commercial property. We believe that most people should have exposure to most of these asset classes.<\/p>\n

We only work with clients ongoing because we know that long term value is created through great relationships, not great transactions. Therefore, if you are not looking for a long-term relationship, just a bit of once-off advice, we are not the firm for you.<\/p>\n

Our financial planning services is called Wealth Coach<\/em><\/strong>. Click here<\/a> to learn more and download our brochure which included our fees.<\/p>\n

If you would like to have a confidential and obligation-free discussion, please contact us<\/a>.[\/vc_column_text][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”40″ overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]\n

\u00a0Some of the services we offer<\/h2>\n

\"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” equal_height=”yes” content_placement=”top” column_margin=”default” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”20″ overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/4″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]Mortgage advisory and broking<\/strong>[\/vc_column_text][vc_column_text]\n

\n
\n
\u2013 First home buyers
\n\u2013 Refinance to save money or access equity
\n\u2013 Purchase a home or investment property
\n\u2013 Debt consolidation
\n\u2013 Loan structuring for cash flow and tax purposes<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column][vc_column column_padding=”padding-4-percent” column_padding_position=”left” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/4″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]Insurance advice<\/strong>[\/vc_column_text][vc_column_text]\n
\n
\n
\u2013 Income protection insurance
\n\u2013 Life insurance
\n\u2013 TPD insurance
\n\u2013 Trauma insurance<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/4″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]Fee-for-service (commission-free)
\nfinancial advice<\/strong>[\/vc_column_text][vc_column_text]\n
\n
\n
\u2013 Full financial plan
\n\u2013 Review of superannuation
\n\u2013 Share investment strategies
\n\u2013 Property investment strategies
\n\u2013 Ongoing financial coaching
\n\u2013 Cash flow management<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/4″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]Tax advisory & accounting<\/strong>[\/vc_column_text][vc_column_text]\u2013 Individual, company, trust income tax returns
\n\u2013 Establish company\/trust\/SMSF
\n\u2013 Look after all SMSF compliance (tax returns, etc.)
\n\u2013 Business accounting and tax advice
\n\u2013 We specialise on looking after property investors and medicos[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” equal_height=”yes” column_margin=”default” bg_color=”#2cb9e9″ scene_position=”center” text_color=”dark” text_align=”left” top_padding=”20″ bottom_padding=”20″ overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”4\/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text css=”.vc_custom_1515387110232{padding-top: 80px !important;padding-bottom: 80px !important;}”]\n

BUILT ON REFERRALS<\/span><\/h2>\n
\n

We work very hard to earn referrals and they are always treated with the utmost professionalism, confidentiality and respect. We welcome referrals from clients, aligned businesses and professional associations.<\/span><\/p>\n<\/div>\n[\/vc_column_text][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” top_margin=”140″ width=”1\/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][nectar_btn size=”large” button_style=”regular” button_color_2=”Extra-Color-3″ color_override=”#ededed” icon_family=”none” el_class=”home-button” url=”\/about” text=”LEARN MORE”][\/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” top_margin=”140″ width=”1\/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” overlay_strength=”0.3″ column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][nectar_btn size=”large” button_style=”regular” button_color_2=”Extra-Color-3″ color_override=”#ededed” icon_family=”none” el_class=”home-button” url=”\/contact” text=”CONTACT US”][\/vc_column][\/vc_row]\n ","protected":false},"excerpt":{"rendered":"

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