Busting the need for an
Adviser myth

You might be surprised to learn that a typical adviser has clients from all ages and walks of life.

I personally have clients who are in their early 20’s as well as some in their 90’s and everything in between. I advise clients who are tradies, accountants, doctors, people who aren’t working and even other financial advisers that either specialise in a specific area of advice or they prefer to remove emotions and in when dealing with their own financial affairs.

There is a misconception in Australia that you only see an adviser if you’re coming up to retirement or have a large sum of investable funds.

The reality is is, that I’ve helped my clients in their 20’s secure insurances at a fraction of the cost of when Australians typically start thinking about insurances. I’ve helped my clients in their 30’s consolidate their super funds into an account that will be a solid foundation for their future goals. In their 40’s, some of my clients will request advice on helping their children, from education to funding future weddingsf or a deposit on a home.

The list goes on in for the benefits of speaking with an adviser no matter what stage of life you are in. The point being , that most Australians will benefit from meeting with one and, given the first consultation is typically at no cost or obligation, what have you got to lose?

Disclaimer and General Advice Warning:
xseedwealth pty ltd. (ABN 56 126 371 346) is a corporate authorised representative 466622 of Alliance Wealth Pty Ltd (AFSL 449221 I ABN 93 161 647 007) and Professional Investment Services Pty Ltd (AFSL 234951 | ABN 11 074 608 558)
The information provided in this communication has been prepared as general advice only and has been issued by Centrepoint Alliance Ltd and Alliance Wealth Pty Ltd (AFSL 449221) and Professional Investment Services Pty Ltd (AFSL 234951). It is based on our understanding of current regulatory requirements and laws as at the date of publication. As these laws are subject to change you should talk to a professional financial adviser for the most up to date information.
We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice and seek the assistance of a financial adviser before acting on any advice contained in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Centrepoint Alliance Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.