FinishWell stories are not necessarily about outperforming markets and benchmarks. It is more about choosing a target that you can control through proven strategies. We educate you in these strategies. This gives you a sense of certainty regarding your goals and aspirations. You receive peace of mind and a more certain future, where you can focus on living a life you can love. We advise and plan around all areas of financial planning. We specialise around superannuation and we educate around making informed superannuation choices as an employee.
An accountant can help you minimise taxation.
A real estate agent can sell you a property.
A stockbroker can buy shares for you.
A mortgage broker can get you the financing.
An insurance broker can provide you insurance.
A financial adviser can give you advice.
A lawyer can help you set up an estate plan.
… but very few have the capability and expertise to combine all these elements into an integrated financial plan that ensures your financial security and success.
Chris White - approaching retirement within the next 2-3 years.
For to many years I tried to manage my own funds and future by myself. To be honest it was overwhelming, and incredibly stressful. Even though I knew what I had, I didn’t know how my future looked for retirement, would I have enough, have I invested in the best place for me etc.
I enlisted the services of Malcolm Flowers and the FinishWell team, and at once wished it was something I had done years previously.
FinishWell quickly put me at ease, made things very simple, and with a bit of questioning, put together a very clear road map for mine and my wifes future. I don’t watch the stock market everyday, but now have a peace about where we are going and what we will have for retirement.
I am amazed at people who are in my position that are either too fearful, embarrassed, or think they don’t have enough to invest to adopt the services of Financial Planning teams like FinishWell. I would encourage anyone who is in this position to at least start the discussion, with FinishWell, and be willing to invest a relative small amount of money into what will be a clear picture of your future.
This statement has been made without any solicitation whatsoever.
Thanks Malcolm, thanks FinishWell!