What can a wealth adviser do for me?
Many people struggle to find the balance between living life to the fullest while still being able to finance their retirement.
At Be Ready Wealth, we can provide you with the guidance and support when it comes to managing your money. We take the time to assess your situation and paint a picture of your financial future so that you can achieve your full financial potential. We pride ourselves on being retirement specialists and seeing clients enjoying their retirement is rewarding.
Where are you located, and do you do home visits?
We have offices in Wodonga and Wangaratta and if you are unable to visit those locations, we will happily come to you.
We cover a wide area throughout Victoria and southern NSW. We regularly travel to Corowa, Yarrawonga, Shepparton, Bendigo, Melbourne, Mansfield, Benalla, Myrtleford, Bright and Mt Beauty.
I am interested in getting advice but not sure if you can help me
Our complementary first consultation enables our clients to get a better understanding of how we operate. In this meeting, we will outline the costs, which will depend on the complexity of advice that you require. We recognise that the unknown is sometimes a concerning thought, however our understanding advisers and in-depth initial discussion will provide you with an indication of whether we are able to assist you with the financial care that you need.
Can you only recommend certain products?
We have an extensive approved product list through research house Lonsec that we can recommend and advise you on.
I don’t have funds to pay for the advice or insurances – can I get it deducted from my super?
That option may be available to you, however, we will assess this when we review your situation and provide you with personalised advice.
Who is Capstone?
Capstone Financial Planning was established in July 2002 and is now one of Australia’s leading financial planning licensees.
A privately owned and operated organisation; Capstone are not owned by a bank, fund manager or financial institution.
Can you see me after hours for a consultation?
Absolutely, we understand that many of our clients live busy lives; we are happy to book a meeting at a time of convenience for you.
Feel free to contact Rochelle 0472 841 042, Andrew on 0418 554 773 or you can fill in your details here.