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Everyone’s path to financial Wellbeing is different, but every plan begins with defining the goals and values that represent the real you.
It’s rarely about numbers on a spreadsheet at that point but getting the most from life and the sense of comfort and freedom that comes with financial wellbeing.
This is how we’ll get you there.
The 4 steps to financial wellbeing
Step 1 – Understanding you
What does financial wellbeing mean to you? This is where we discover what you want to achieve and how we can get you there. It all starts with a Financial Wellness Check.
Step 2 – Strategy session
We act as your financial coach and begin to develop a plan for your financial wellbeing, proposing options to achieve the outcome you want.
Step 3 – Action stations
Let’s get this show on the road! We’ll put your financial wellbeing plan together with all necessary financial and legal partners. We will set up the proper structure and firm foundation to set you up for long-term financial health and wellness.
Step 4 – Review and respond
This is not a set-and-forget strategy, and we’re in it for the long haul. We regularly monitor your plan, setting benchmarks, providing regular snapshots and making any tweaks along the way.
Does this sound like you? We love helping busy professionals who need a plan for a bright financial future. Typically, they tick these boxes.
It’s all part of the plan
The elements below form part of most people’s financial plan. Click on each button to learn more.
Goal Setting & Coaching
We're not going to hit you with complex discussions of markets and structures, we're just looking to identify your values and goals. With these established, the discussion flows from 'why' and 'what' you wish to achieve to 'how' it may be possible.
Cash Flow
Incomings exceeding your outgoings, it’s fundamental for financial success. However it’s the ebbs and flows of your cash and your lifestyle expenses that can be a challenge to control. Your adviser provides the clarity you need, to spend and to save, for the rewards you’ve earned and the goals you aspire to achieve.
Debt Management
Your Wellbeing Wealth financial planner will discuss with you the role of debt, if any, within your financial plan. We’re all about achieving productive debt that paves the way to the everyday freedom you deserve.
Investments
Earnings from investments can shape your financial freedom and offer a worry-free future. So, we’ll create a quality investment portfolio designed with the aim of growing your wealth in line with your goals.
Risk Management & Insurance
Do you like to stay within your comfort zone or take a few risks? The spread of risk and return is central to your investment strategy, while your personal protection plan will underpin your overall financial wellbeing.
Retirement & SMSF
Whether you chose to retire at 35 or 75, if a Self-Managed Super Fund is your preferred retirement savings vehicle, your advisor can step you through the process of establishing, maintaining, investing and drawing upon this structure.
Aged Care
Often highly charged with emotion, aged care is an area where financial clarity brings confidence to your choices. With planning that includes articulating your values and goals, you can explore the level of aged care that best suits you or those you love.
Estate Planning
What will happen when you’re gone? It’s the discussion no one wants to have, but in so many ways it’s the most important. At Wellbeing Wealth, financial planning for your estate defines the life you’ll lead and the legacy you leave behind.
Wealth for Health
Our team is vastly experienced when it comes to financial planning and wealth management for health professionals. Ask about our dedicated service that caters for the unique needs of doctors, dentists, and anyone in the health space.
Goal Setting & Coaching
We're not going to hit you with complex discussions of markets and structures, we're just looking to identify your values and goals. With these established, the discussion flows from 'why' and 'what' you wish to achieve to 'how' it may be possible.
Cash Flow
Incomings exceeding your outgoings, it’s fundamental for financial success. However it’s the ebbs and flows of your cash and your lifestyle expenses that can be a challenge to control. Your adviser provides the clarity you need, to spend and to save, for the rewards you’ve earned and the goals you aspire to achieve.
Debt Management
Your Wellbeing Wealth financial planner will discuss with you the role of debt, if any, within your financial plan. We’re all about achieving productive debt that paves the way to the everyday freedom you deserve.
Investments
Earnings from investments can shape your financial freedom and offer a worry-free future. So, we’ll create a quality investment portfolio designed with the aim of growing your wealth in line with your goals.
Risk Management & Insurance
Do you like to stay within your comfort zone or take a few risks? The spread of risk and return is central to your investment strategy, while your personal protection plan will underpin your overall financial wellbeing.
Retirement & SMSF
Whether you chose to retire at 35 or 75, if a Self-Managed Super Fund is your preferred retirement savings vehicle, your advisor can step you through the process of establishing, maintaining, investing and drawing upon this structure.
Aged Care
Often highly charged with emotion, aged care is an area where financial clarity brings confidence to your choices. With planning that includes articulating your values and goals, you can explore the level of aged care that best suits you or those you love.
Estate Planning
What will happen when you’re gone? It’s the discussion no one wants to have, but in so many ways it’s the most important. At Wellbeing Wealth, financial planning for your estate defines the life you’ll lead and the legacy you leave behind.
Wealth for Health
Our team is vastly experienced when it comes to financial planning and wealth management for health professionals. Ask about our dedicated service that caters for the unique needs of doctors, dentists, and anyone in the health space.
