Financial Planning Advice

The key to successful wealth creation and financial planning is to set clearly defined and realistic goals and then devise a strategy that will help you to achieve those objectives.

Our financial advisor can demonstrate how you can achieve financial and lifestyle success; by implementing a plan together with you that focuses on your specific sets of goals.

Investments will form an important part of your financial plan and may include a wide range of investment types including income producing investments, such as term deposits, through to growth investments, such as shares and property.

At Russell Van Homrigh Financial Services, our financial planner and team will work with you to create an effective plan and an asset allocation strategy (i.e. the % of shares, property and cash) that is personal to your individual circumstances. This will take into account the length of time you will be investing and your willingness to accept volatility in your investments to achieve your overall goals.

Find out more about investing in property or managed funds advice, or click here to call us or contact us to speak to a financial advisor about the best wealth creation financial plan for you.

Russell Van Homrigh Financial Services and Russell Van Homrigh are Authorised Representatives of Synchon AFS Licence 243313.