You’re unique. And so is your financial future. You might be thinking of stepping your finances up a gear with a first home. Or perhaps you’re ready to tackle a plan to set sail and never look back with a glorious sea-side retirement.
No matter your situation, you’ve probably asked the advice of a friend or family member. While this may seem like all you need, the help of an expert can help you jump from ‘what ifs’, to a lifestyle you can truly achieve, afford and enjoy.
Easier than planning a holiday
How much time did you spend planning your last holiday? Believe it or not, the average Australian spends more time preparing for their next big trip than planning their financial future. Seem a little off? We think so too.
That’s why our MyState Wealth Management Financial Planners are here to help. We’ll make planning for your future easier than planning for that next trip.
How do we do it? Well, we dedicate our time to get to know you, and use our years of experience and professional knowledge to assess your situation, whatever it may be. We’ll take all of your ‘what ifs’, and build them into ‘I cans’. We’re here to help you achieve what’s most important to you.
As important as visiting your GP
With legislation and financial markets changing so often, it can be tricky to keep up with where your money should go. Where should you invest? Where should you lay low?
With many of the big questions in life, we ask the people we know we can trust. For a medical issue, that’s your local GP. For legal advice, your solicitor. For finances, you can count on us.
We’ll help you gain confidence in your decisions, build a solid plan, and most of all, help bring to life your long-term goals. It’s time to plan and live the life you’ve always wanted.
With MyState financial advice, you can:
- Set and achieve your financial goals
- Make the most of your hard-earned money
- Get the government assistance you're entitled to
- Feel more in control of the finances and your life
- Avoid expensive mistakes
- Protect your most important assets
Our team is on call
At MyState, you won’t just have the help of a Financial Planner. You’ll feel the full support of our team of dedicated experts. They’ll work alongside your Financial Planner to get your wealth plan in action, monitor your performance and help you with any ongoing questions. They’re here to give the guidance, reassurance, support and stability you need to keep those plans on track.