How we help you
Above all else, we listen.
Fiducian financial advisers don’t adopt a ‘one size fits all’ approach. We make no assumptions nor cut any corners. We listen to each client’s individual story and create a tailored financial plan to help them achieve their lifestyle aspirations.
We make sure you’re 100 per cent happy with what we’re proposing and that you understand everything thoroughly. Then, and only then, do we set the wheels in motion to implement your plan. But this is just the beginning. We review and revise that plan as the years go by and your circumstances and priorities change.
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Where could a Fiducian financial plan take you?
Our financial advisers can help you and your family to:
- Build wealth by investing
- Harness the tax benefits of superannuation
- Protect your family from the financial impact of serious illness or injury, or the death of you or your partner
- Plan for your retirement
- Tax-effectively save for your children or grandchildren’s education
- Start a business
- Manage the cost of aged care.
For many clients, especially those with a clear idea of where they want to end up, we start with that end goal in mind and work back from there.
For example, let’s say you want to retire at age 60, rather than work until 65. Your financial adviser would then assess if this is feasible (depending on things like your current age, level of savings and attitude to investing) and then design a strategy to help get you there.
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