Who are Start Finance and the Team behind it?
Start Finance is a collection of advisers who share an ethos, Financial Planning is not about financial products, these are tools that help achieve an outcome only, Financial Planning is a learning curve and a journey. This starts with both you and your adviser fully understanding where you are coming from and constructing a path that will wind and shift over time as you as a person grow and change.
We exist to understand your circumstances, what is most important to you and to take this information and provide you with options, how they work, and why. Once you have an understanding you can make an informed choice understanding both your chosen path and those paths not pursued. This establishes a strong foundation to allow you to adjust to your changing wants and needs over time.
Starting your Journey, and understanding your needs will broadly fall under the following categories:
- Your starting position and goals.
- Cash Flow, Budgeting and Saving
- Investments and Superannuation
- Retirement Planning and Goal Planning
- Risk Management
- Estate Planning.
Take control of your financial future through education and planning.
Need More Help?
Feel free to contact us!