Many investors don’t realise that a Financial Adviser is a very different professional from a lawyer or accountant.
Unlike other qualified professionals including the medical profession, a Financial Adviser is not to be relied upon on a transaction by transaction basis, when a problem has arisen or at a particular time of year such as tax time. A Financial Adviser is constantly monitoring the investment markets, the local and global economy, legislative changes, currency fluctuations; in fact any factor that can influence wealth – even natural disasters!
Just as a client’s wealth management is a constant factor in their lives, the relationship between the Financial Adviser and client is ongoing. And unlike being a client of an Industry Fund or a Managed Fund, the advice is tailored only for you – not a cookie cutter plan for you as well as every other member of a particular fund.
As Fortune Financial Advice and Fortune Financial Accounting can provide a wide range of investment, tax and financial services, we have many different kinds of clients.
- Self employed business people investing in shares and property including their business premises using their SMSF
- Investors in their 40s and 50s looking to retire with more than enough for their needs
- Active investors who want more control over their wealth strategy than investing in managed funds
- Retirees looking to securely maintain their wealth while enjoying an active retirement; and
- Younger investors looking for wealth strategies that will assist them to achieve lifestyle goals