We all have a ‘goal’ to get our finances in order.
But we tend to say to ourselves…
“I will sort out my mortgage later, way too busy with work, kids, life”
“I will look into my insurance at next renewal” or “add it to the list”
Or when something happens to someone we know
We tend to say to ourselves…
“I really need to get a will, so my family will be ok”
”I need to check out income protection insurance in case that happens to me”
But… life is so busy between work, kids, home and well… life just gets in the way. So, getting your Finances sorted tends to end up on the bottom of the never ending to-do-list.
Getting your finances sorted doesn’t have to be that hard. The Wealth Centre is there to help organise your finances through assisting in co-ordinating all the Financial Advisors you require on your behalf in one location, saving you time, energy and even money!
Together, The Wealth Centre coordinates all your financial needs, stores your documents, manages your appointments so that you don’t need to explain to every one of your several financial advisors what you want and how you would like to achieve it. You don’t need to take multiple days off work or travel to different offices, we have all of your desired contacts, products and services all under the one roof!
As a client of The Wealth Centre you will have a dedicated Relationship Manager who will;
- Gather a summary of your current situation to firstly understand it and see if it can be improved or simply provide comfort that you are in a good position
- Looks at the possibility of where things may be able to be improved and/or enhanced and educate you on the possibilities they have in front of them
- Discusses the importance of not only creating and improving wealth but the equally important role of protecting this wealth through personal insurance and estate planning
- Ensure that your information is given to the relevant financial advisors before you meet with them to so they understand your requirements
- Is your go to person
This means you only have to provide your information once, it all happens in one location and as our advisors know each other, work well together they are able to come up with a consistent, co-ordinated approach to your finances to make sure the advice you are getting is not confusing or contradicting.
All our financial advisors will review your portfolio as a group, to ensure that you are getting the best products and services in all areas from mortgage rates, to superannuation, to asset protection and if there is something missing – WE WILL CALL YOU! We want to assist you in getting your finances in order and keeping them in there.
The Wealth Centre will coordinate for you; Finance/Mortgage Broker, Financial Planner, Accountant, Lawyer, Property Investment Specialist and General Insurance Broker
Periodic Reviews
At The Wealth Centre we monitor daily changes in the financial and property markets, we understand our client’s needs and their long-term strategies. We will periodically review your portfolio and we will contact you to keep you informed of any actions you may need to take to enhance your finances.
At The Wealth Centre we offer all our clients annual review meetings. At this meeting we will discuss your current portfolio and any major life changes that have occurred. We will put together a report on how your portfolio is in relation to the current market, combined with suggestions of actions you can take to improve your portfolio to enhance your long-term wealth strategy.
The Wealth Centre doesn’t believe in quick fixes, we believe in nurturing long-term relationships between clients and our advisors, to help our clients to achieve the financial and lifestyle goals that they desire.
