Tell Us What You Want

Streamline Financial Planning understands that every person is unique. Even though two people with similar financial positions may logically receive the same recommendations for financial strategies, that outcome may not be in the best interests of both people.

In other words, there is more to a financial recommendation than just dollars. There are your preferences and previous experiences. There are specific worries and concerns that we each have, and two people in similar financial situations may have vastly different objectives for the future.

Here are a few examples of the types of questions we encounter on a given day...

• I'm happy with my overall finances but would like to increase my insurance cover. I have heard of people having bad experiences with insurance companies, so I'd like to get a good understanding of what they really are and are not offering. Can you help?

• I would like to look at alternatives for my superannuation accounts. I have accumulated a few and they need sorting out - hopefully with all of the money being rolled into the best account. Can you help me organise this?

• We have our budget under control, have sorted out our superannuation and now just want to start a regular savings plan into something with a bit more potential than a cash account. We'd prefer to have it invested into socially responsible areas. Can you help?

• I'm concerned about where my superannuation is invested. I have bought a few shares and are becoming more familiar with investments, so I'd like to take more control than i have in the past. Can you help me by going through my existing options in a bit of detail, and explain in plain English which would suit what i am looking for?

These are questions we hear regularly. Our advisors can help you deal with those annoying financial issues that keep getting pushed to the bottom of the "To Do" list in a fast-paced world. Just let your advisor know what your issue is, and we will help you sort it out.