WELCOME TO ALWAYS FINANCIAL!
YOUR NEWCASTLE BASED FINANCIAL PLANNING OFFICE

Financial planning as an industry is well constructed and strictly regulated. As a licensed Financial Adviser, we are able to make a difference. Furthermore, the task of financial planning in our fast-paced society has never been more important, and as a result has never been more complex.

What you spend, or what is contributed on your Insurance and Super needs, over your working life, is likely to be second only to the outlay on your home mortgage.

As Financial Planners, we feel that this should influence your decision to access financial advice.

Contrary to what’s often advertised, advice helps. We see first hand that individuals are driven towards lower fees. We regularly see cases where the understanding of what’s included, is often mistaken.

Financial Planners have the experience and product understanding that comes with years of training and experience. Insurance is a matter of lots of fine print, that’s complicated through definitions, exclusions, and conditions.

The question we all should be asking is NOT “Did I get what I paid for?“, but rather, “did I get all I wanted or, in fact, what I needed?”.

Whilst there is no shortage of providers and our superannuation balances continue to grow, it appears to many that their needs have been satisfied with a single phone call or a short email.

Often and sometimes tragically, it simply will not be the case. As our population grows older, we will become more dependent on our savings to supplement our lifestyles. Whilst most of us will get to retirement, there will be situations that you may want to provide for along the way.

If given the opportunity, I can make sure, at the very least, that you know what you’ve got and get what you paid for.

FINANCIAL PLANNING

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