A Wealth Management strategy can be one of the biggest decisions you will make.
Wealth creation and wealth management are great reasons to seek out a qualified and experienced financial planner. After an extensive review, we will guide you through the myriad of choices and tailor our financial service to fully align with your needs and expectations.
Unlike many financial planning firms, HQBFS is family owned and operated, so our advice is driven primarily by solutions, not just products. As a result, we always offer products that are best aligned with your personal situation.
Our objective is to provide wealth management that will truly enhance your life, both now and in the future. Consequently, our process consists of a regular review service to ensure both parties participate in the tailoring of successful investment strategies and solutions.
I want to invest. What should I consider?
When it comes to investing, it is vital you consider the following key points:
- How long are you able to invest before funds are required.
- What level of risk or volatility (if any) can you tolerate?
- Identify and discuss your expectations.
- Identify which assets are best suited to achieve your objectives.
These 4 points should be at the heart of any investment decision which extends to your Superannuation and retirement portfolio.
It is important to note as Advisers, our key role is to help identify your objectives and guide you to the most appropriate structure and strategy to give you the best opportunity for success. It would be unacceptable for your Financial Adviser or Broker to promise an outcome or guarantee a better financial return.
