Financial Security
Planning to achieve financial security
'Those who plan can make things happen: those who don’t plan have things happen to them'
Good plans help you to identify and focus your efforts on important issues, give you purpose and direction and help you to reach your goals by determining what needs to be done and when.
Financial security means different things to different people, however most would agree that it entails the freedom to having and doing the things you want to do without the constraints of limited financial resources.
Don’t leave your family’s financial health to chance - take action now to ensure you realise your dream.
At Carrick Ashmead, financial planning is about the process of advising on the most appropriate way of achieving your financial objectives. This process encompasses the following:
- insurance and risk management
- investment and asset allocation planning
- taxation planning
- superannuation and retirement planning
- retirement income management
- estate planning
How do I start the planning process?
Carrick Ashmead invite you to make an appointment with one of our qualified financial planners for a complimentary 1 hour initial consultation. Our planners are ready to assist you in a professional, friendly and approachable manner.
Carrick Ashmead's wealth planning process is a comprehensive service including the following:
- the collection of important details both financial and personal to ensure that the outcome is customised to your individual requirements
- together we discuss your goals and objectives and how to identify and minimise the impact of any events that could jeopardise the realisation of these
- we develop personalised, innovative strategies that are designed to meet your goals, then consult with you to ensure your acceptance, refine the strategy as necessary, and discuss the risks and benefits
- when you are happy with the financial plan it is time for implementation, and Carrick Ashmead can provide a comprehensive range of financial products designed to achieve your goals
- completion of a periodic review and plan update. Carrick Ashmead provide a comprehensive portfolio review service to ensure that your plan stays on track.
Are you on track to achieve your financial goals?
Following is a brief questionnaire to establish if you need to start building your financial security.
- Do you have an existing personalised financial plan in place ? If Yes, has it been reviewed in the last 12 months?
- Yes
- No
- Unsure
- Have you considered what your definition of financial security is and what action is required to achieve it?
- Yes
- No
- Unsure
- Have you considered what level of income you will require to live comfortably throughout retirement?
- Yes
- No
- Unsure
- Are you on track to achieve financial security?
- Yes
- No
- Unsure
If you answered B or C to any of the above questions, contact Carrick Ashmead for an appointment to discuss your needs.
Carrick Ashmead Wealth Planning is a corporate authorized representative of Millennium 3 Financial Services Pty Ltd ABN 61 094 529 987 Australian Financial Services Licensee- Licence Number 244252 Unit 7 ,50 Bothwick Avenue QLD 4172
