In a recent true value of advice survey, 95% of clients say that their financial adviser provides1. A trusted relationship2. Understanding of my circumstances and needs3. Demonstrated skills, expertise and knowledge4. Effective communicationInvestmentInvesting for your future is fundamental to reaching the goals you’re setting out to achieve. You might want income, growth, capital security, or a tailored mix of strategies, and will require a plan to make it happen.We have a broad investment product list to offer our clients so we can provide diversity in your portfolio. Some investment strategies include stock market investments like shares and ETFs, listed property, ethical investments and much more to help make your lifestyle dreams!InsuranceThere are four main insurance products – Term Life which pays out only if you pass away, Total and Permanent Disability (TPD) if you are totally and permanently disabled due to injury or illness, Income Protection protects your income if you are unable to work due to injury or illness and Trauma Insurance pays a lump sum amount if you suffer a critical illness or serious injury.We provide reviews of your policies to ensure they remain aligned with your goals and reflect your current situation. We conduct a comprehensive product review and are able to source products from a range of different insurance providers so we can find the right cover.SuperannuationYour superannuation is a key component of your broader retirement planning, and having an appropriate contribution strategy is essential to ensure you will be able to fund your retirement lifestyle.Our experienced advisers will help you understand how much you will need to save for your retirement, will help you get the most out of your assets with tax-effective strategies and make the most of available government benefits. We’ll provide an investment portfolio designed to reach your goals and develop a contribution strategy using one or more of the approaches below,Government Co-ContributionSpouse ContributionsContribute the Proceeds of DownsizingSalary Sacrifice/Personal Pre-Tax ContributionsTransition to Retirement (TTR) PensionPersonal After-Tax ContributionsIn-Specie ContributionsRetirement PlanningIt’s all about you! Ensuring you have the right financial plan for your retirement is something that is crucial for all of us.Retirement looks different for everyone. For some it is a point in time when work stops, and a new phase of life begins, for others it can be a gradual phase out of work. Retirement planning can be an effective way to rid yourself of anxieties around the how’s – maintaining your lifestyle in retirement, supporting your dependents or even paying off your home!Whatever your circumstances, our goal is to make it simple with financial advice that lets you maximise the opportunities of this exciting life stage.https://tradewindwm.com.au/
In a recent true value of advice survey, 95% of clients say that their financial adviser provides1. A trusted relationship2. Understanding of my circumstances and needs3. Demonstrated skills, expertise and knowledge4. Effective communicationInvestmentInvesting for your future is fundamental to reaching the goals you’re setting out to achieve. You might want income, growth, capital security, or a tailored mix of strategies, and will require a plan to make it happen.We have a broad investment product list to offer our clients so we can provide diversity in your portfolio. Some investment strategies include stock market investments like shares and ETFs, listed property, ethical investments and much more to help make your lifestyle dreams!InsuranceThere are four main insurance products – Term Life which pays out only if you pass away, Total and Permanent Disability (TPD) if you are totally and permanently disabled due to injury or illness, Income Protection protects your income if you are unable to work due to injury or illness and Trauma Insurance pays a lump sum amount if you suffer a critical illness or serious injury.We provide reviews of your policies to ensure they remain aligned with your goals and reflect your current situation. We conduct a comprehensive product review and are able to source products from a range of different insurance providers so we can find the right cover.SuperannuationYour superannuation is a key component of your broader retirement planning, and having an appropriate contribution strategy is essential to ensure you will be able to fund your retirement lifestyle.Our experienced advisers will help you understand how much you will need to save for your retirement, will help you get the most out of your assets with tax-effective strategies and make the most of available government benefits. We’ll provide an investment portfolio designed to reach your goals and develop a contribution strategy using one or more of the approaches below,Government Co-ContributionSpouse ContributionsContribute the Proceeds of DownsizingSalary Sacrifice/Personal Pre-Tax ContributionsTransition to Retirement (TTR) PensionPersonal After-Tax ContributionsIn-Specie ContributionsRetirement PlanningIt’s all about you! Ensuring you have the right financial plan for your retirement is something that is crucial for all of us.Retirement looks different for everyone. For some it is a point in time when work stops, and a new phase of life begins, for others it can be a gradual phase out of work. Retirement planning can be an effective way to rid yourself of anxieties around the how’s – maintaining your lifestyle in retirement, supporting your dependents or even paying off your home!Whatever your circumstances, our goal is to make it simple with financial advice that lets you maximise the opportunities of this exciting life stage.https://tradewindwm.com.au/
In a recent true value of advice survey, 95% of clients say that their financial adviser provides1. A trusted relationship2. Understanding of my circumstances and needs3. Demonstrated skills, expertise and knowledge4. Effective communicationInvestmentInvesting for your future is fundamental to reaching the goals you’re setting out to achieve. You might want income, growth, capital security, or a tailored mix of strategies, and will require a plan to make it happen.We have a broad investment product list to offer our clients so we can provide diversity in your portfolio. Some investment strategies include stock market investments like shares and ETFs, listed property, ethical investments and much more to help make your lifestyle dreams!InsuranceThere are four main insurance products – Term Life which pays out only if you pass away, Total and Permanent Disability (TPD) if you are totally and permanently disabled due to injury or illness, Income Protection protects your income if you are unable to work due to injury or illness and Trauma Insurance pays a lump sum amount if you suffer a critical illness or serious injury.We provide reviews of your policies to ensure they remain aligned with your goals and reflect your current situation. We conduct a comprehensive product review and are able to source products from a range of different insurance providers so we can find the right cover.SuperannuationYour superannuation is a key component of your broader retirement planning, and having an appropriate contribution strategy is essential to ensure you will be able to fund your retirement lifestyle.Our experienced advisers will help you understand how much you will need to save for your retirement, will help you get the most out of your assets with tax-effective strategies and make the most of available government benefits. We’ll provide an investment portfolio designed to reach your goals and develop a contribution strategy using one or more of the approaches below,Government Co-ContributionSpouse ContributionsContribute the Proceeds of DownsizingSalary Sacrifice/Personal Pre-Tax ContributionsTransition to Retirement (TTR) PensionPersonal After-Tax ContributionsIn-Specie ContributionsRetirement PlanningIt’s all about you! Ensuring you have the right financial plan for your retirement is something that is crucial for all of us.Retirement looks different for everyone. For some it is a point in time when work stops, and a new phase of life begins, for others it can be a gradual phase out of work. Retirement planning can be an effective way to rid yourself of anxieties around the how’s – maintaining your lifestyle in retirement, supporting your dependents or even paying off your home!Whatever your circumstances, our goal is to make it simple with financial advice that lets you maximise the opportunities of this exciting life stage.https://tradewindwm.com.au/