William and Isabella's lives revolve around raising their kids and running their small family-owned business.
William and Isabella have worked hard for what they have. They've always had a good cash flow budget in place and are constantly looking for ways to get ahead. With the amount of wealth they've built over the years, William and Isabella are now anxious about how to best protect it.
They're mainly concerned with protecting their business and income. Increasing their savings and reducing their level of debt are their main priorities. But their ultimate goal is business prosperity and achieving financial freedom for their family.
Many Australian families and business owners worry about issues which have the potential to threaten their financial future. Issues such as how to fund their children's education, pay off the mortgage, set up for retirement and help elderly parents move to aged care are usually of most concern. In addition to these issues, most couples don't have the right amount of personal insurance either. It's important to protect yourself when it comes time to dealing with unexpected events, like accident or illness.
William and Isabella realise they're not very knowledgeable when it comes to formulating wealth creation or wealth protection strategies for themselves. They needed sound financial advice.
So they sought professional financial advice from a Financial Services Partners Adviser who helped them:
- review their current financial and life situation
- prioritise their goals
- review their spending needs, and
- tailor a wealth creation and protection strategy that's suitable for them and their business.
With the knowledge and support they received from their Financial Services Partners Adviser, William and Isabella are now confident that they are more in control of their financial future.