WHAT WE DO
We love investing and everything finance, but more then that we take an interest in what’s important to you and your family.
HOW WE DO IT
We take pride in motivating our clients to take ownership of their financial future and to have a clear vision of how to live a lifestyle of choice.
We achieve this by providing quality advice, personalised service and practical ideas to deliver superior solutions.
OUR ADVICE FOR YOU
Focuses on what you want to achieve out of life and having the money at the right time to live your best life possible. We like to do this whilst removing some of the volatility, which basically means smoothing out the financial journey for you.
We often have different advice needs based on our age or stage of life. Our advice when coupled with our ongoing service ensures that we establish a trusted partnership with you.
WHAT TO EXPECT BEFORE YOUR FIRST APPOINTMENT
This meeting is about helping you and your financial adviser understand where you are and how we can help you.
You’ll discuss your current financial situation and discuss topics such as:
- What’s important to you and your family?
- Where are you now, and what are your most urgent needs?
- Where do you want to be and what would you like to achieve in the future?
- What other issues do we need to consider?
- What’s your current investment experience and attitude?
ONGOING SERVICE PROGRAM
Elders Financial Planning Norwood understands the importance of putting in place an ongoing planning process to help you achieve your lifestyle goals.
This process is underpinned by a commitment from both Elders Financial Planning Norwood and you; all supported by a tailored service program that helps you remain on track.