What do all of our clients have in common? They all want the best outcome for their retirement. Everyone does - they want their money to ‘work for them’ in the best possible way. Unfortunately, like everything in life, the desired outcome is not always achieved.
Another great frequently asked question – who exactly are our clients?
Some think that we look after people with a high net worth. And while in some cases that’s true, most of our clients would describe themselves as being ‘everyday people’ – they earn a wage in an average income job. We look after teachers, nurses, engineers, as well as people running their own business.
We are celebrating 10 years in business with a new name; Money Over 50!
We’ve said this before, and we’ll say it again: financial planning without financial doing is pointless.
How do you know when to sack the coach? Of course, when we say ‘coach’, we mean financial adviser. Our job can, in a way, be compared to that of a sports coach except our focus is on the financial wellbeing of our clients.
At Lighthouse Financial, we have no boundaries. Sounds dodgy, doesn’t it? It’s not, we promise.
What we mean is that we have no geographical boundaries. Although we are located in Townsville, Queensland, many of our clients are not. Through word-of-mouth and our podcast, our clients are now based all around Australia.
That title got your attention, didn’t it?
You’re either pessimistic, or keen to learn how. Well, it’s actually not that difficult. We assume that most, if not all of our listeners have a small amount of money that they could put aside each week. For this particular scenario, we’re going to use $100 as an example.
Dallas Davison, Michael Hogue and Ali Hogue.
Money Over 50 Financial Advisers
Tel 07 4772 0938
45 Ingham Road West End Townsville Qld 4810
Money Over 50 Financial Advisers Pty Ltd ABN 26 146 225 505, 45 Ingham Road, West End Queensland 4810 is the holder of an ASIC Australian Financial Services Licence (AFSL) #471826.
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