Financial Services
Concord Private Wealth – Concord means “agreement or harmony between people or groups.” We aim to work with our clients in a mutually beneficial way to achieve your desired goals.
Very few people are actually taught to deal effectively with money. How can you plan for anything, when you’re not sure what you are doing in the first place – this creates stress and uncertainty, and is where the benefits of Advice come in to play…
Most people can benefit from advice in one way or another – whether you want to take an active interest in your Financial affairs, by educating yourself, or whether your prefer the hands off approach, where you know you can have someone look after the finances for you.
As an Adviser I will help you determine what is important to you so that we can implement a personalised financial plan that will enable you to achieve your goals.
These services include:
- Financial Planning: Have you set strong foundations to realise your financial goals in 5, 10, 25 years and beyond? Do you know what y0u need to retire on? How to save for retirement?
- Superannuation: Want to understand how to best take advantage and grow your superannuation nest egg?
- Investments: What’s your investment profile and your appetite for returns vs risk?
- Insurance: Are you adequately insured? What would happen if you couldn’t work for the next 3-6 months?
- Salary Packaging: What are the benefits of packaging and how can this be used to minimise tax?
- Estate Planning: Interested in trusts, or power of attorney? Ensure that you understand how to protect your assets
- Debt Management: Avoid inefficient debt reduction strategies. Take control of your payments and define a plan that sees you back on top.
Unsure? For a no obligation free first consultation, contact Concord Private Wealth