When you first come to see us, we work with you to find out what your true goals are. We find that many people either don’t have specific goals set for themselves or the goals they have set are quite vague in nature. For example, you may come to us with the wish to retire at age 65 with $1 million dollars in investments. My question to you is, ok so at 65 we have $1 million then what? Money is merely a means to an end. We need to know what the end actually is. Using the example above; what is it that you really want to do at 65? The reason we need to know this is because, depending on what it is you actually want to do, the $1 million may be too much money or it may not be enough.

We work with you to set clear goals for the short and long term. We then cost your goals out and work out how much money you will actually need. At this point, we look at your current financial situation and then work out the different options that you can choose to achieve your goals and then in conjunction with you, help determine which of these options to undertake. With this approach, you have ownership of the process. At Wealth 4 Life we are in this for the long haul, we don’t set you up and then leave you on your own, we are there for you year in, year out, so that we can maximise the probability of you achieving your goals.

The advice provided on this website is General Advice Only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should contact an AVALONfs Financial Adviser who will ascertain the products appropriateness having regard to your own objectives, financial situation and needs. If any products are detailed on this website, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions. Wealth 4 Life Australia and AVALONfs Pty Ltd Avalon disclaim all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice on this site.

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