Quality and considered financial planning advice helps you plan and manage your money to work towards making your dreams and goals become a reality. It’s about wealth creation and it’s about helping you plan for a future lifestyle that is as good as it can possibly be. You work hard so why not make sure that your money is working as hard as you are.
Listening to our clients is what we are about. Understanding you, your unique circumstances, what you want to do, what your needs and goals are, and what really matters to you most is our priority.
At Building Directions we have the knowledge, the qualifications and the fully accredited financial planners that are ready to help you achieve your wealth creation dreams.
We help you define financial and lifestyle goals, and work with you to achieve them, including assisting you to:
- Manage your investments in the most tax-effective manner;
- Make your income go further by investing wisely;
- Structure your assets effectively — if you are self employed;
- Make the most of your superannuation opportunities;
- Save for a home;
- Plan for the costs of those major life event and the benefits of combined income and savings;
- Plan for a family and the loss of a regular salary whilst on maternity leave;
- Plan your finances following a redundancy or when changing jobs;
- Make the most of cash windfalls (inheritance, business sales etc);
- Plan the retirement lifestyle you want.
I trust my Building Directions advisor implicitly. He is smart, focussed, and thorough.
Call us on 03 9521 7377 for an initial no obligation discussion. We look forward to hearing from you.