7 Rules for investing - Get some financial advice - Rule 7

Get some financial advice

Entrusting your financial well-being to advice from TV or from friends could be likened going to your mechanic for home renovation advice. The best piece of advice you can get is often “get some professional advice.” The old adage “you get what you pay for” can be seen in the many examples that show how good advice from a well-informed financial adviser can bring financial benefits that far outweigh the cost of the advice.

A voice of reason

When the sharemarket is going through periods of volatility, your financial adviser can offer a calm professional voice that will cut through what you hear in the media and ensure you make informed decisions based on your needs, objectives and personal circumstances and long term goals.

More than simply investing

A good financial adviser will help you decide what you want to achieve with your money, set financial and life goals and then help put together a strategy for meeting them. A complete financial plan will cover a number of important areas:

  • Retirement planning

  • Investment planning

  • Tax-effective investment

  • Planning for business owners

  • Insurance

  • Estate planning

  • Centrelink benefits, and

  • Cash management and budgeting

To ensure your on track

We would be delighted to have the opportunity to assist you with financial needs, so to ensure you are on track I invite you to call us and establish an appointment time to meet with us at our Melbourne CBD office located in Normanby Chambers Little Collins Street do so.

P: 03 9935 5233 F: 03 9935 5966

Normanby Chambers

Suite 203 / 430 Little Collins St MELBOURNE 3000

This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given

you, having regard to your own objectives, financial situation and needs before acting on it.

Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

Image www.shutterstock.com

Featured Posts
Recent Posts

Topp Financial Services Pty Ltd, ABN 69 112 041 219

Corporate Authorised Representative No. 1237331 of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

Lauren Topp Authorised Representative No. 253451


Tunbridge Risk Services Pty Ltd, ABN 62 890 153 599

Corporate Authorised Representative No. 1277793 of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135

Nick Tunbridge Authorised Representative No. 260830

T/As ToppTunbridge

Normanby Chambers, Suite 203/430 Little Collins Street, Melbourne, VIC 3000

t: (03) 9935 5266 e: admin@topptunbridge.com.au

ToppTunbridge Most Trusted Advisers
TT Logo Pic.png


Capstone Financial Planning Pty Ltd

Level 14, 461 Bourke St, Melbourne VIC 3000

Ph:1300 306 900| Email:info@capstonefp.com.au | www.capstonefp.com.au

© 2015 ToppTunbridge