Financial Planning is the process of meeting your life goals through the proper management of your resources including assets, income and financial strategies. Your life goals could include buying a home, saving for your children’s education, managing debt or planning for retirement.
Wealth Creation Advisors believe in holistic financial planning using all available resources and strategies available to reach your long and short term financial goals.
How are we paid?
We are fee for service advisers, detailing our cost and fees at the conclusion of our initial obligation free meeting. Should you accept our services, the agreed fee can be paid directly by you upon invoice or deducted from the super or investment account.
Insurance commissions are received from the providers; which means that when we implement a wealth protection plan for you our services does not cost you extra. It is paid from the premiums paid for the insurances.
We pride ourselves not to be product pushers, but solution providers. Strategies for your wealth protection and creation are most important to us; the avenues of investments are secondary to the professional strategy planning.
Some strategies we advise on:
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.