As your trusted advisor, there is no point to us trying to write a financial plan unless we understand your goals.
Unfortunately some individuals and organisations in the past have lost sight of this. And financial plans have become ways they can sell product.
Our financial solutions employ an open advice architecture model, which means your goals and plans are not then tied to a specific product solution. The product choice is up to you – with our advice of course – but our job, as your trusted advisor, is to show you a method or tool that will help you get to your goal.
There will be many ways to get you to your goals. But the most important tool is the financial plan itself. One thing we do know is that you need a plan to achieve anything in life, and this situation is no different. All we ask is you be open to share your goals, and be open to our financial solutions and advice on how we can help you get there.
The hard facts of the matter are that recent research shows that only 18% of the two million property investors in Australia are achieving their personal goals.
Conversely, investors who have a plan, and an advisor to help them are doing much better. The key benefit of a financial advisor working alongside you is having someone with good data and no emotional connection to your assets. They’ll take a hard look and advise you on the correct financial plan and course of action for long term achievement of your goals.
At Investors Direct, we have our own in-house investment analyst and financial advisory team, who use Morningstar Direct, a market leading portfolio construction tool, and property data for over 20 years down to postcode, combine this together into a specific, personalised and custom investment analysis and report that suits YOU. Many other organisations have maybe a few pre-set ‘portfolios’ to select from and match.
Our financial solutions are bespoke – nothing is pre-set.
We leverage the best available data to draw up a plan that uniquely matches your needs and wants. Every plan is unique.
After all, our goal is to work together to come up with a financial plan that closes the gap on YOUR own personal requirements in terms of funding YOUR retirement.