Financial Planning Solutions In partnership with Financial Foundations Australia, McCann Clarke Financial Solutions is now offering a comprehensive range of services to create, manage, and protect your wealth.
You work hard for your money, and we're here to make sure you get the most from it. Planning your financial future is complex and time consuming. Decisions you make today often have a significant impact in years to come. Based on your dreams for the future, we can develop a plan and strategy to help you make your dream a reality. No matter what stage of life you are at, we can introduce you to strategies and ideas to keep your finances on track. As qualified accountants, tax specialists, and business consultants, we are able to take a truly holistic approach to your finances to ensure you get the best advice possible.
That's Value!
If you have ever wondered about the value of financial advice or questioned the need of seeing a financial advisor, this article is for you. Rice Warner Actuaries recently published a report on the value of financial advice, and the results are very interesting.
According to the Financial Planning Association's Value of Advice Research Report, clients received the most value from financial education, maximising government support, budgeting, goal setting, life insurance, tax management, compounding returns, and cash flow management.
The Value of Advice Research Report highlights key areas which are of high value to individuals including:
The avoidance of future costs through planned cash and debt management
Improved lifestyle stability through insurance coverage, securing ownership of a home, and applicable government support
Enhanced life opportunity through focused business management, return to work strategies, and acquisition of lifestyle assets.
For the full Financial Planning Assocation's Value of Advice Research Report click here.
For the Financial PLanning Assocation's Good Advice Case Study Bookletclick here.
Article information and Table 3. are obtained from the Financial Planning Association's Value of Advice Report, February 2008.
Whether you are interested in financial services for business, financial planning, or individual applications, the TRUST intelligence system can identify all of the ways we are able to help you.
