“Price is what you pay. Value is what you get.” Warren Buffett
Having a great financial adviser is like having an expert guide to get you where you want to go – faster, more safely, more enjoyably and with a lot less effort. Yes, you can muddle through life on your own. Or, with the help of our holistic financial advice and comprehensive service, you can get a lot more out of life.
Not sure about the value of advice? Watch our videos
Financial advice is NOT all about the money
Avoiding the pitfalls
Confidence is the elixir of life
Not all advisers deliver great value
Keeping up to date is important, so here’s the news
This year has been all about the COVID-19 lingo – JobKeeper, JobSeeker, HomeBuilder, JobMaker. So, what does it all mean and what initiatives will continue in 2021?
Global shares rose 2.3% and fell -1.1% in hedged and unhedged terms, respectively.
We hope that we can retire with enough life left in us to enjoy all the things that took a backseat during our working years. We want enough money to be comfortable and safe…
Global shares rose 4.7% and 3.4% in hedged and unhedged terms, respectively.
Are you a new technology pioneer, or a proud ‘technophobe’? Wherever you sit on the digital spectrum, the transformative power of technology is undeniable. What’s important is how you harness it.
Working in retirement can be enjoyable, If you are not ready to take your foot completely off the brake as your working career slows down, you may find a happy medium and foster a healthy routine by working in retirement.
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IMPORTANT INFORMATION:
Geozar Pty Ltd t/a Sunshine Coast Financial Advisers (ABN 29 626 340 949) is a Corporate Authorised Representative (No 001266466) of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049, AFSL 236523).
This information is of a general nature only neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. Information is current as at the date of publish.
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