FMG Wealth Strategists - Financial Goals / Planning

A long term wealth strategy is one of those things that when we realise we need it, it’s too late.

Each category as important as each other when it comes to a long term strategy. And a life, retirement and wealth plan is key.

At FMG, our mission on this planet is to build and protect your wealth. So my first question is, do you have a clear long term wealth strategy in place? Just as importantly, are they your goals and aspirations? And is it congruent with your life now and in alignment with where you want to be in 5, 10, 20 years from now.

As a busy professional or business owner, it can be hard to find time to think about how your life will look with certainty for you and your family (and your business). But by not knowing, the steps you are taking may be moving you further away from your desires. Which means, the consequences of failing to implement the right steps can be massive.

Building wealth is a continual process that ensures your financial goals and strategies adapt over the years to your changing needs. It is important to analyse your current situation, in conjunction with your goals. And to identify any ‘gaps’ that need to be addressed in order to get you where you want to go.

That is why we’re giving you a quick run-down of the long term wealth strategy steps to consider, and the next steps you can take.

Long Term Wealth Strategy Steps

STEP 1

As a starting point it is critical to get an accurate picture of your current financial position. Equally important, is to clearly identify and articulate your goals and aspirations.

STEP 2

Develop a financial plan that will bring together your current situation, your goals and the strategies tailored to your individual situation in an easy to understand format and language.

STEP 3

Your commitment to get started. After all, you want to be Living By Your Design, not someone else’s.

STEP 4

Reviewing and revising your plan as life and circumstances change. Always keeping the end goals in place to achieve your long term aspirations.

How can you check you’re protected correctly?

The need to protect you, your income and your family is most important. Personal risk insurance is just one key element of financial plan. When it comes to living well now, right up until retiring, it is better to have enough time to create and protect the best life you possibly can. Now is just as important as time in retirement.

We work with our clients to ensure they have all aspects of their goals and aspirations covered to ensure everything is put in place correctly.

A consultation to discuss living by your design

If you want to make sure you and/or your business is financially protected in your long term wealth strategy and you are properly set up in alignment with your goals and aspirations, we’re offering no-obligation appointments to discuss what your strategy should be.

Call us on 08 7111 0022 or email info@fmgws.com.au to arrange an appointment

Why people like to work with us to build a long term wealth strategy

Our clients are busy professionals, business owners and medical professionals who want to have a clear vision or where they are now. Where they want to be in the future and who want to protect their hard-earned wealth. They are astute, intelligent, and only want to work with advisers who look after their best interests.

Some of the reasons they use us include:

  • Flexibility to have appointments sometimes after hours or at their workplace.
  • Assistance in getting really clear on your deepest desires and aspirations for life.
  • Assistance in determining the right protection types and amounts required.
  • In the event of a claim, we’ll help you ensure the benefits are payable as soon as possible.

If a long term wealth strategy in building and protecting your wealth is important to you (or to book a more holistic review of your wealth and goals) call us on 08 7111 0022 or email info@fmgws.com.au

Remember – Action is power!

 

 

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Disclaimer: This article is information only. It is not intended to imply any recommendation about any financial product(s) or to constitute financial or tax advice. The information in the article is reliable at the time of distribution, but may not be complete or accurate in the future.

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