WHO ARE WE

Our Team

 

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© Copyright 2014 Action Wealth Pty Ltd, All Rights Reserved | ABN 69 162 813 747 | Corporate Authorised Representative of AssetPlan Financial Services AFSL No. 229613

A trusted adviser recognises what is truly important to you and tailors a plan to help you achieve your aspirations.

Our Ethos.

"Financial advice is about managing your money in a way that allows you to fulfil your values, achieve your goals and make your life the way you really want it to be." Bill Bachrach

 

Our number one priority at Action Wealth is to help our clients discover what inspires them, set goals that align with that inspiration and be there every step of the way to make those goals reality.

 

Financial Advice can be simplified to 3 important questions:

 

  1. What is truly important and inspirational to you? 

  2. What are your goals and how do you want to live?

  3. What financial resources do you need to make your goals reality?

 

Once these pieces of the puzzle are discovered it's then a matter of scheduling the actions you need to take to create your ideal lifestyle.

 

We all know too well that it's not quite that simple. It's too easy to lose focus and let the pace of everyday life distract you from your target.

 

That's where your trusted adviser comes in to keep you on track and keep you motivated to achieve the lifestyle and financial security you want.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Before we start a professional financial advice relationship we need to know that you're the type of person that fits with us and vice versa.

 

The first time we meet in an official capacity will be a no obligation meeting to see exactly where you stand now financially, discuss what's most important to you and what you would like to achieve in the future. We have summarised our time tested process below.

 

  1. Discovery Process (1 - 1.5 hours) - A stock take of where you are right now financially, what's important to you and what you would like to achieve in the future. We will proceed to constructing a future plan tailored to your goals only If we are certain we are the right fit for you.

  2. Future Plan (1 - 1.5 hours) - We present you with an official road map that details a step by step process for achieving the goals we set during the discovery process. This is our starting point and is used as a flexible framework that we continually adapt as your life and goals inevitably change along the way. We'll teach you how your plan incorporates savings and investing to maximise your financial potential.

  3. Making The Plan Reality (as long as it takes) - We get to work on putting all of the first baby steps of your future plan into action. We start slow and build momentum over time through consistent and focused action. We believe (and evidence suggests) the only true way to achieve your goals and aspirations is through daily incremental action.

  4. Trusted Adviser Relationship (a lifetime) - Once your future plan has begun to take shape in reality your circumstances will inevitably change, your goals will change and there will be periods where you lose sight of the ultimate goal and your motivation wavers. This is where your trusted adviser comes in. Your trusted adviser is there to help you make the necessary changes, stay motivated and set new and more inspiring goals along your financial journey. You will meet and have consistent contact with your trusted adviser throughout each year. Our favourite illustration of why everyone needs a trusted adviser....

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our Process.

Your Trusted Adviser.

  • Knows and understands you and all of your circumstances.

  • Helps you set inspirational and achievable goals.

  • Simplifies your finances so you feel in total control, and can stay that way.

  • Reduces anxiety about the future by directing focus to those things that you can control and consitently reminding you of the end game.

  • Is battle hardened with sufficient experience to help you make intelligent financial decisions in all financial climates.

  • Always keeps you updated on where you are financially and what to expect next.