Pushed for time as a demanding career requires your full attention? You would like to have the comfort of knowing your finances are in order. Commonly when not at work, professionals like to spend quality time with family and friends – isn’t this what life is all about? Being on top of your financial portfolio can unintentionally be put to one side.

We have found our dedicated career focused clients have benefited greatly by forming long term partnership with WealthMarc Advisory Group. Through outsourcing your worry to us and having confidence that your financial arrangements are optimised you can have peace of mind that your portfolio is aligned to best achieve your goals.

• Building a financial plan to achieve your goals so that you can lead the desired lifestyle now and in the future
• Ensuring your debt arrangements are structured effectively and efficiently so you  are able to achieve financial independence  as soon as possible
• Managing your super whether this is through a platform provider or SMSF so that you can lead the desired lifestyle in retirement by drawing down a tax free income
• Making sure your most important assets – your family and health – are protected against unexpected illness or accidental injury
• Having an ongoing relationship so that we can adjust your plan as your circumstances change and also that you are aware of any changes in legislation and how these may impact you

• Remain in control of your finances
• Understand your options
• Are able to make informed decision through being shown the likely outcomes of various scenarios
• Have complete confidence that WealthMarc is optimising your financial situation

Contact our office on (02) 9880 8942 or email us at info@wealthmarc.com.au to take the next step in optimising your portfolio today.