Does living in Sydney give you more financial options?

Sydney is home to some of the country’s greatest treasures. It is rich with art, culture, culinary creativity and sporting entertainment. It has a vibrant social scene, Sydney-siders often being as grand and complex as the city itself. In a place with so many amazing things to discover, sometimes exploring your financial options can take a back seat. Don’t let it. You can consult with a Sydney Financial Adviser.

Explore your options

There is no one way to do things in Sydney. That’s why, as a Sydney Financial Adviser, Elston encourages you not to settle for what’s always been done but rather explore what’s available and find a solution to managing, understanding and enjoying your finances in a way that’s right for you.

Identify where you want to go

How can you know when you’ve arrived if you don’t know where you’re going? Before any big decisions or changes are made it’s important to take a moment to pause and regroup. Perhaps by sitting down by yourself or with your partner and thinking about where you are, and exactly where you want to be. It may be helpful to have this conversation with a Sydney financial adviser present. They can guide you through the process of identifying and articulating exactly what’s important to you.

Plan the best pathway there

Once you have a visual of the start and end point of your financial journey, a realistic and achievable path can be designed to get you there. A comprehensive financial plan will assess your income needs, look at how to maximise your after-tax returns and the degree of risk you’ll need to take to achieve your goals. It will determine the most suitable wealth management strategy for you.

Your financial plan also needs to be dynamic enough to adapt to your changing circumstances. Life isn’t lived in a straight line – there are bumps and turns along the way and this needs to be reflected in your financial plan. Your Sydney financial adviser should be informed when major life changes occur. For example, when you decide to buy a house, have a child or if there is an illness or injury within the family. It’s important to review your situation with your financial adviser regularly in order to achieve your goals.

Are you getting the right support?

Like a roadmap, your financial adviser should be there to help navigate you along your financial journey. However, the amount and type of support you receive should be customised to your needs. Is your financial adviser your GPS, calling out directions at each turn while you drive? Or are you being chauffeured, sitting back and enjoying the sites along the way? No matter how much support you’d like or need to manage your finances, Elston’s Sydney Financial Advisers can provide it.

There’s a perfect financial plan for everyone

It’s essential to match the level of guidance and assistance you need to the service provided by your Sydney Financial Adviser. No one wants to feel out of their depth, as though they’ve been left to fumble their way through their financial journey. Equally, too much assistance can be frustrating for an active and involved investor. Elston’s tailored and tiered financial adviser services mean there’s a perfect fit for everyone, no matter your situation.

If you’d like to know more about Elston and how we can help create a financial plan that’s right for you, please contact our Elston Sydney Financial Adviser on 1300 ELSTON.

Contact an Elston Sydney Financial Adviser
Level 13, 227 Elizabeth Street,
Sydney NSW 2000
Ph: 02 5646 2000