Sea Change

Byron to Burleigh is a great region and people continue to sea change from NSW, VIC and overseas.  Our clients moving north find they have a lot of similar questions.

The key challenges in their lives include:

• Desire to have a high quality advice locally and build a long term relationship
• Maintaining a well-designed investment strategy, however some prefer to start afresh with an ethical approach
• Having a cash surplus from the move – what is the best way to invest this
• Moving from overseas there are similarities however the detail is critical.  We have professional business partners in the UK and the US
• Complexities around their Will as each state has different laws
• How to take the next step forward

We understand their challenges because we have done the same.  We have a strong base of Sydney clients and a growing number who moved north / live between Ballina and Brisbane.  We are available for meeting between Byron and Burleigh and also in Australia Square, Sydney and Hurstville.

Clients have achieved a certain level of financial security, how high this is can vary significantly due to their strategies, structures and trigger events.  How early they are financially independent always involves some luck.  We can’t determine that, however we can maximise the chance of you reaching your financial goals.

Our clients understand that it makes more sense to engage an adviser they can trust.

Start now. The first step is to call to discuss your situation and we will schedule a discovery meeting decide if we’re the right firm to help you make smart decisions with your money.