We take pride in our strong emphasis on personal service and our honest and ethical business practices. We offer a broad range of services and products including comprehensive financial plans, superannuation strategies, life and income protection insurance, managedLEARN MORE
Generally, financial planning is a six step process that helps you determine where you are now and what you want to achieve in the future. It involves gathering all relevant information, setting life goals, analysing current financial strategy and tailoring a strategy to accomplish your objectives. At LiveNow we will be there every step of the way.
We are dedicated to providing you with down to earth personal service and current professional advice that will enable you to realise your goals and dreams. By forming a strong, ongoing business relationship and working together, we will develop a thorough understanding of your objectives and then create effective strategies to achieve your targets.LEARN MORE
Financial Planning is used to develop strategies to manage your finances and to protect them, it helps you to meet your financial life goals, even if you may be a long way off from retirement. Your financial future is just as important as the other aspects of life; like your health, family, work and education. Financial advice is not just for the wealthy, its for all types of people and can help you reach your goals, whether it be paying off your home, saving for your first home, saving for a holiday or planning for your retirement. It is also important to consider how to protect your wealth should something happen to you. Financial Planning is a specialist profession, planners have expertise and will keep up to date with the latest legislation helping them work with you to develop a strategy that suits you or your families personal situation.
Many advisers offer a first consultation for free. If you’re not sure if you need advice, why not make an appointment to find out what they can do for you? The rules on fees for financial advice changed from 31 December 2012. If you are looking for general financial planning advice or for advice on buying particular investments you will pay a fee. Advisers must be clear and upfront about what their fees are and agree with you in advance how you will pay them.
If you buy based on financial advice and a recommendation, you should get a product that meets your needs and is suitable for your particular circumstances. Depending on the type of adviser you use, you may also have access to a wider range of choices than you’d be able to access on your own. You will also feel secure knowing someone is guiding you to secure your financial future.
Dahl Drew AR 287554 and LiveNow Financial Planning Pty Ltd ABN 68 219 106 955 CAR 1251340 are Authorised Representatives of Shartru Wealth Management Pty Ltd ABN 46 158 536 871 AFSL 422409