I receive a high salary, I don’t need to worry about my finances
Mr ‘CEO’ has worked very hard to achieve where he is. Between continual education and working long hours, the remainder of his free time is allocated to the kids and a little bit of self indulgence (watching the mighty Saints play).
Every month Mr ‘CEO’s’ take home salary pays the bills and leaves enough left over for the finer things in life such as a big annual holiday each year, nice car, nice house in nice suburb etc etc. It has taken Mr ‘CEO’ a long time to reach this position and he is enjoying life along with all of its challenges. So, why does Mr CEO need financial advice?
One day your salary stops, and will have to be replaced by sufficient capital to maintain the lifestyle to which you have grown to be accustomed. This shouldn’t happen by accident. With guidance from Portfolio & Wealth Management a ‘head in the sand’ life plan can be turned into a financial road map. Guiding you through circumstances, legislation and investments to have you arrive at your desired financial and lifestyle destination.