At Illawarra Financial Group, we use our initial meetings to establish a clear picture of your current financial situation and future goals. We review any existing investments you may have and determine whether they are suited to your needs and objectives.
Where appropriate we will make recommendations designed to enhance your financial future while carefully assessing your tolerance to risk.
Our utmost priority is to ensure you understand your investments and are comfortable with your financial strategy and portfolio allocation. We will help grow your assets and protect your wealth whatever the size.
Personalised Financial Advice
There is no such thing as a ‘one size fits all’ approach to superannuation advice. We can provide advice on tax effective strategies, retirement planning, portfolio construction and cash flow management. Our advice is tailored to meet your individual goals and needs. We focus on investment diversification to help you achieve a smoother, more consistent investment return over time.
When investing, the consideration of timeframes is important; you may need to think in terms of years, not days.