Here at Financial Advice Matters we have been working with families, some now for over 20 years, to provide personal financial advice, which is an achievement we are proud of. Personal financial advice can mean different things to different people. For us, it's about helping our clients build, protect, and manage their wealth through their entire life journey.
It means really getting to know our clients, having meaningful conversation and uncovering their goals and aspirations, and together, implementing a plan towards achieving these goals.
Importantly, it's then about regularly revisiting the plan, keeping our clients in control of their situation, and acting as the accountability coach to keep them on track.
The Financial Areas we can help with:
Goal Setting
Budgeting
Investing
Tax
Debt Management
Superannuation
Insurance
Retirement & Lifestyle Planning
Planning for the Unexpected
Estate Planning
Your Advice Journey
Another side of our business is Financial Wellness Matters (FWM). Personal wellness has many dimensions, however the link between financial and mental wellbeing is stronger and more established than you may think. According to research conducted by Beyond Blue in 2022, people experiencing financial challenges are at least twice as likely to encounter mental health issues than those that aren't.
These financial challenges and hardships, especially in the current financial climate, can have a substantial effect not only on someone's work performance, but in their personal matters as well. The longer this goes unseen and unsupported, the worse it can progress.
FWM works with a number of organisations delivering a multi-module structured education program to help them greater support their employees to understand their financial positions, and provide them the tools and skills they need to empower them to alleviate some of the financial pressures they may be facing.
Their range of programs are designed to encourage conversations around managing money and to be part of a company's long-term wellbeing strategy. They are offered for 1, 4 6 and 12 months in length, and cover a range of topics from:
Budgeting
Goal Setting
Debt Management
Investing
Superannuation
Insurance
Retirement Planning
Estate Planning
Tax Planning
… and a range of specialised topics to suit your program requirements and preferences
As trusted education partners, they will do the heavy lifting for you and develop a tailored education program that suits your needs best to help start your financial wellness journey. The programs are made up of multiple elements:
Financial Advice Matters Group Pty Ltd ABN 11 605 631 598 is a Corporate Authorised Representative of Alliance Wealth Pty Ltd (No. 1234989) AFSL 449221 ABN 93 161 647 007 and Credit Representative of Centrepoint Lending Solutions Pty Ltd (no. 480095) ABN 40 100 947 804 ACL 377711.
Alliance Wealth Pty Ltd
Ph 1300 557 598