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A financial opportunity for you

By Damian Gibson

Financial Adviser, Elevate Wealth Solutions

 

ELEVATE Wealth has improved the financial wellbeing of many Eastern Shore Sun readers over the years.

As financial advisers, we understand just how important and valuable financial advice is.

That is why we have decided to provide Eastern Shore Sun readers with a rare opportunity.

Elevate Wealth are providing a limited number of free initial appointments to Eastern Shore Sun readers.

 

Why would you seek Financial Advice?

Whether you are looking to get your affairs in order, buy a house, start a family, grow your wealth, or prepare for retirement, seeking quality advice from a qualified financial expert can help you achieve your goals sooner, and with more confidence.

Financial advice is about far more than just making money.

It is about creating new opportunities to help you achieve whatever you desire in life.

A financial adviser can help you determine what is important to you and help you develop a plan that aligns your financial decisions to your lifestyle goals.

Financial advisers also know your priorities can change over time, as can economic conditions, legislation and investment markets.

They can help re-focus your plan and track your progress along the way whether you are starting out, building wealth or planning for retirement.

Seeking financial advice will help you identify solutions to important questions such as:

  • Will I have enough income to live comfortably in retirement?
  • How can I make my money work harder for me?
  • How can I maximise my entitlement to Centrelink benefits?
  • Is my family and wealth protected should something unexpected happen – what do I need to know about life insurance?
  • How can I make sure I have enough money to fund my children’s schooling/education?
  • How can I invest and structure my finances in the most tax effective way?
  • How can I manage my debt and pay off my home sooner?
  • What about estate planning and why is it so important?

 

In essence, financial advice is an ongoing long-term partnership centred entirely on your personal and financial goals.

If you are wondering how a financial adviser can help you, take advantage of our offer.

You will have to be quick though as there are a limited number of appointments available.

Call or email using the below contact details to book your appointment today.