Meet Joshua

Do you need a financial partner to take care of your wealth?

Joshua has worked hard over the years to achieve everything he has. He's now reaping the fruits of his labour by enjoying the finer things in life and a few 'toys' like his new car.

Joshua's a member of a few social and sporting clubs which keep him occupied when he's not travelling overseas. Joshua is an avid traveller and fortunately he gets to travel for both work and pleasure. He values his time greatly so when he's not working, he enjoys spending time with the important people in his life.

Joshua has always been very good at what he does. He's all about achieving results in the quickest way possible. He has his own self-managed super fund and a financial adviser. Lately, Joshua hasn't been satisfied with the performance of his current financial planner. He already has insurance and investment strategies in place so he needs a proactive financial adviser who he can trust to provide more proactive reviews and advice. He also needs an adviser who can find him good investment opportunities in the future.

Joshua needs a financial adviser he can trust to work in his best interests.

You might be able to identify with Joshua's situation. At this stage of your life, you've worked hard for what you have. Your wealth accumulation strategies are providing sound returns. All you need is someone reliable to help you maintain this. Your goal in life is to be able to accumulate enough wealth to enjoy a comfortable lifestyle and help out your loved ones. With his children now grown, Joshua plans to financially assist them when it comes time to having their own children or buying their first property.

Joshua sought financial advice from a Financial Services Partners Adviser who:

  • reviewed his current financial situation and needs
  • assessed his entire wealth strategy and portfolio and provided feedback
  • provided recommendations on suitable investment opportunities, and
  • helped him start planning his transition to retirement.

With the financial advice he received from his Financial Services Partners Adviser, Joshua feels confident that he now has a financial adviser he can trust.

If you're like Joshua and ready for good financial advice, we can match you with a suitable Financial Services Partners Adviser who will be happy to begin working with you to create a financial plan that's right for you.

To get started, please use our adviser matching service.

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