What is Financial Advice?
Financial advice is a generic term used to describe a variety of functions and services. Put simply, financial advice is a professional discipline that assists people attain their goals and objectives. This is achieved through a thorough analysis of your financial circumstances, and the development of a long-term financial advice strategy.
Financial planning takes a holistic approach, taking into account your current situation and needs (eg. your assets and liabilities) and your future objectives and goals, in order to help you make the most of your financial situation.
Why use a Financial Adviser?
Your wage doesn't have to be the only income you earn. Financial advice can help your hard-earned money work for you – for example, through wise investment, taxation and structural advice.
Sound financial advice is necessary if you want to enjoy a secure financial future – no matter what you aim to achieve in life, and no matter how much money you earn. Financial advice isn't only for the wealthy, but it is an effective means of creating wealth.
The growing legislative complexity and the rapidly changing financial markets mean it's becoming increasingly difficult to make the right financial choices without professional advice. Even individual investors with industry knowledge who regularly follow the stock exchange, find it time-consuming and incredibly challenging to keep up-to-date with the constant changes.
Developing a relationship with a financial adviser can, however, bring together your knowledge with that of a professional who spends their time focussing on how to make the most of the changing markets.
Veratis' financial adviser receives regular communications that introduce new opportunities and review the changes in the financial environment. Our research group is comprised of a team of dedicated and experienced professionals who analyse financial markets, investment performance, legislative changes and the overall shifts in the financial services industry.
Using a Licensed financial adviser such as Veratis ensure that we adhere to a high degree of compliance requirements as regulated by the Australian Securities and Investment Commission (ASIC).
Want to know more?