How can I benefit?
Creating, Growing, Protecting and Enjoying Wealth
It’s a common misconception that you need a great deal of wealth to benefit from a financial adviser.
The truth: financial advice can help you every step of the way – creating, growing, protecting and, even more importantly, enjoying your wealth.
You don’t need to have wealth to create it.
Your financial adviser can help you streamline your finances and reduce your living expenses – while still maintaining the lifestyle you are accustomed to. By managing your debt and getting your money to work for you, you can save time and reduce stress.
Your financial adviser can also make it easier to monitor and manage your expenditure, shrink your tax bill and help formulate a retirement or business plan.
Once you’ve created wealth, it’s time to grow it. Your adviser can help you formulate and implement growth strategies that are right for you.
These strategies may include investment, superannuation, gearing or borrowing to invest, retirement income stream strategies and business optimisation strategies – all of which can be implemented tax-effectively.
While no one can protect you from misfortune such as a serious accident or illness, a good financial plan will safeguard your finances against it.
We aim to ensure you have the right cover to protect yourself and your family financially against accident, injury and death.
Real wealth is about making the most of what you’ve got – and being able to enjoy it.
One of the most important things your adviser can do is to help you enjoy the fruits of your labour. It’s not just about putting it all away for retirement. It’s also about having money for things to enjoy along the way.
It could be a holiday, a new car, a boat, education or a wedding. You determine what’s important to you; your adviser’s job is to help you get it.
This is general information only and is not intended to constitute financial product advice. It has been prepared by B&E Ltd in conjunction with Zenith Wealth, Authorised Representatives of the RI Advice Group Pty Ltd ABN 23 001 774 125 without considering your individual objectives, financial situation or needs.
We recommend you consider its appropriateness in light of your own circumstances and consider seeking professional advice relevant to your specific needs before making a decision based on this information.
Any financial product advice you receive under this financial advice offer will be provided by an Authorised Representative of RI Advice Group Pty Ltd (not B&E Ltd). RI Advice Group Pty Ltd holds Australian Financial Services Licence No. 238429. B&E Ltd acts as an intermediary for Zenith Wealth, not as your agent. B&E Ltd does not guarantee any benefit or outcome under this financial plan. We receive commission from Zenith Wealth. Details can be found in our Financial Services Guide (FSG).