clients

Wealth creation – what works for financial planning clients

Wealth creation – what works for financial planning clients Want to know how to set yourself up for a better financial future? Get tips from 6 top financial planners on behaviours that lead to success in wealth creation. 1. Set goals and make a plan – Michelle Tate-Lovery CFP®, Principal Adviser and Director, Unified Financial Services Knowing what your goals are and how you’re going to get there is a very important first step on the …

FinancialPartners 04/10/2018 26/08/2018 Blog / FP - Financial Planning / Money & Life - Grow Your Wealth / Money & Life by FPA clients / creation / Financial / financial planning clients / Planning / Wealth / Wealth creation / Wealth creation – what works for financial planning clients / what works / what works for financial planning clients

Retirement the top priority for advised clients

Retirement the top priority for advised clients A poll of financial advisers in the AMP network, the largest in Australia, has found that achieving a good retirement is by far the most important goal for their clients. Almost 50 per cent of advisers said their clients were focused on retirement, well ahead of other common goals for which people sought financial advice. The second top priority for clients, at 13 per cent, was simplifying …

FinancialPartners 25/05/2018 20/08/2018 Blog / FP - Pre - Retirement Planning / FP - Retirement advised / clients / Financial / financial goal / Goal / priority / Retirement / Retirement the top priority for advised clients / top priority