It's 2022, new year, new goals, a new Modern You
Its 2022 and its time to begin living a new Modern You.
With the new year upon us, now is the best time to set new goals, overcome old challenges and start living the lifestyle that you want.
Whether you are:
A small Business owner
A young family
A couple planning for retirement
Someone who is wanting to get ahead in life
A Modern You Financial Planner can assist you today.
Located at the iconic five ways in North Albury, MYFP is a locally owned and operated business in Albury/ Wodonga who understands the needs of our local community.
The team, lead by multi industry award winner and industry mentor Daniel Jackson, is dedicated to helping our clients take control of their finances and have the freedom to create, live and protect the lifestyle they want to live.
How can help you?
As fully FASEA compliant professionals, our holistic planners work with you along your journey from where you are today, to where you want to be.
The three key areas they focus on are:
Creating your lifestyle
From tax effective investing,
Building your super,
Starting a savings plan to
Saving for your first home or holiday,
we help you help you establish what your circumstances are and the journey that you need to take to achieve your goals.
Living your lifestyle
From Budgeting and cashflow management,
To age care, we can assist you in enjoying the lifestyle you have created
Protecting your lifestyle
You have worked hard to create the lifestyle you want, however, sometimes unexpected events happen that could affect the lifestyle you now have. To help you protect your lifestyle, we can assist you with:
your personal Insurance needs and
your estate planning needs.
The advice journey
We understand that every person has different needs and objectives, and every persons circumstances and journey is unique to you. To help you begin taking control of your finances and experience the freedom to create, live and protect the lifestyle that you want, the advice journey can be broken down into 4 easy steps:
1. Getting to know you
At our first meetings, we conduct a financial check up were we take the time to get to know you, find out where you are at with your finances, what you would like to achieve and if we are able to help you. These initial meetings are complementary.
3. Taking action
Once we have presented our advice document, we will then work with you into putting the plan into action making following the recommendations with ease.
2. Putting a plan together
Once we have an overview of your circumstance's and it is established that we can help you achieve your goals, we will then put a strategy together and present you with an advice document outlining our recommendations.
Not every plan happens overnight, that is why we offer you ongoing support through our Winning Ways program to help you stay on the right track throughout your journey.
Source: Adviser Ratings: https://www.adviserratings.com.au/advisers/daniel-jackson#overview
Getting started today
For a complementary meeting to begin the journey to a new Modern You in 2022,
call 0260091356 or complete your details below and one of our staff will be in contact with you.