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1st December 2014 - Private Wealth
On the doorstep of World Heritage listed Fraser Island, Hervey Bay’s sheltered waters, relaxed environment, and reputation as a sought after lifestyle, tourism and retirement destination make it an attractive place to live, offering a great work-life balance.
In 2008, Hervey Bay was the fastest growing statistical division in the country, and in the 2011 Australian Census the city recorded a population of 76,403. Today it remains an area of high population growth with manufacturing and construction leading the way as the major contributors to local sales. The Fraser Coast Regional Council has focused on planning for growth, with intensive town planning, urban designs and upgraded infrastructure. Economic growth is matching population growth, particularly in tourism, service industries, retailing and light industries
To this end, it’s no surprise that Hervey Bay residents are becoming more sophisticated in seeking out strategies to protect their lifestyle and consolidate their financial future.
There has been a noticeable increase in enquiry from Hervey Bay residents across all demographs seeking the advice of qualified financial planners. The Hervey Bay branch of Elston report clients are coming to them with an increased awareness of the importance of implementing financial strategies to build and protect wealth.
A number of factors including the impact of the GFC, investment and business opportunities, planning for retirement, and the explosion in recent years of Self Managed Super Funds (SMFS) and other long term financial strategies has seen Hervey Bay residents of all ages seek solutions for their individual financial goals.
Now more than ever people are realising that accessing a trusted financial adviser is a good investment in itself. From budgeting to planning for retirement, to saving and preparation for educational funding or managing your tax and insurance needs, a professional financial planner can tailor a solution to bring the elements of your financial life together.
Every individual and family has unique goals, limitations and assets, and personalised advice will result in a financial plan or investment strategy that will ultimately save you time, money and offer you peace of mind for your future.
The tangible benefits of financial planning services are multi-faceted to suit the Hervey Bay’s economic and lifestyle climate. They can include:
The right plan should be flexible to accommodate life’s hurdles and milestones: maybe you came into a large inheritance, or are expecting the arrival of a new family member. Perhaps you just sold a business or are facing redundancy. Sometime soon you might be responsible for the provision of aged care for elderly parents.
Elston advisers are local, accessible and in tune with the lifestyles and attitudes of the communities they assist. The financial planning Hervey Bay team is centrally located in Boat Harbour Drive, Pialba and are available with their trademark personalised service across the Fraser Coast.
If you are ready to pursue your financial goals, Elston are on hand with their trademark personalised service. Why not get in touch with one of their Hervey Bay financial planners today to discuss your financial goals.
Elston advisers are authorised by EP Financial Services Pty Ltd ABN 52 130 772 495 AFSL 325252
Reference Sources:
Fraser Coast Regional Council, 2014 Economic Development Regional Statistics and Economic Overview December 2012
Fraser Coast Airport, Hervey Bay Information 2014
Australian Bureau of Statistics, Australian Census, 2011
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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