The Power to see the Future
The calamity of 2020 will have derailed the financial trajectory of many people. After all, it has been a surprising and unpredictable year for financial markets, businesses and economies. Perhaps you or your loved ones lost income and couldn’t maintain mortgage commitments, or stock market investments slumped, or your self managed super took a hit. Getting back on track towards your capital target is an important task heading into 2021. If you don’t have a capital target, now is the time to set one. Have the conversation about the value of visualising your financial future in a meeting with your Wealth Market adviser.
Did you know, Wealth Market has a sophisticated software tool that allows us to show your clients a visual forecast of their financial performance over their lifetime. It looks at their financial universe including the growth in the value of property, super, savings, insurance, investments and morel. The tool visually forecasts the future and is a great foundation for modelling future financial decisions.
Success should be visualised
The beauty of this system is that it allows us to help you:
- See the impact of your decisions today and how they will affect your future finances
- Plan sensibly and successfully for retirement, family and unforeseen challenges
- Make educated decisions on the use of your income: pay down loans vs. top up super
One meeting with a Wealth Market adviser is all it takes. This could be the most important conversation you have this year.