Blog from Independent Wealth Advisors

Are you with an Independent Financial Planner?

Many people find planning for their future and setting out long-term financial goals daunting. Is this caused by a fear of failure? If they are unable to reach that milestone they set? Perhaps a feeling of unwelcomed restriction? After all the most common word you will hear after the term ‘financial plan’ is usually budget.

Independent financial planners aim to make this process less of a chore. They look at your personal situation and provide advice on all areas of your finances. From estate planning and superannuation advice to asset management and aged care financial advice.

Important considerations for Income protection

Is your income protected? Talk to an Independent Financial Advisor in Sydney Many people seek risk management products. Here are the important considerations for income protection. For a start, there are four types of personal risk management tools: Death cover or life insurance Income protection or income replacement Total permanent disability Trauma cover or critical […]

The Advantages of a Self Managed Super Fund (SMSF)

Self managed super funds (SMSFs) have gained increasing popularity in recent years. There are various scenarios where an SMSF is appropriate for you and complements your long-term wealth creation needs. In this article we look at potential advantages of a self managed super fund. See past Goggling articles below for more details on SMSF: An […]