What we do and
how we do it

Above all else, we listen.

Fiducian financial planners don’t adopt a ‘one size fits all’ approach. We make no assumptions nor cut any corners. We listen to each client’s individual story and create a tailored financial plan to help them achieve their lifestyle aspirations. We make sure you’re 100 per cent happy with what we’re proposing and that you understand everything thoroughly. Then, and only then, do we set the wheels in motion to implement your plan.

But this is just the beginning. We review and revise that plan as the years go by and your circumstances and priorities change.

Where could a
Fiducian financial plan take you?

Our financial planners can help you and your family to:

  • Build wealth by investing
  • Harness the tax benefits of superannuation
  • Protect your family from the financial impact of serious illness or injury, or the death of you or your partner
  • Plan for your retirement
  • Tax-effectively save for your children or grandchildren’s education
  • Start a business
  • Manage the cost of aged care.

For many clients, especially those with a clear idea of where they want to end up, we start with that end goal in mind and work back from there.

 

For example, let’s say you want to retire at age 60, rather than work until 65. Your financial planner would then assess if this is feasible (depending on things like your current age, level of savings and attitude to investing) and then design a strategy to help get you there.

Not yet sure on
your long-term goals?

You don’t necessarily have to know your end goals to reap the benefits of financial advice. Some people – especially those still in their 30s or early 40s – might not yet have firm plans for their later years. After all, one of the joys of life is that it’s a journey where we don’t yet know the destination. And let’s be honest – if you’re in your late 30s, who wants to visualise themselves at age 65?

 

We get this. So for these clients, our planners typically help them put strategies in place for shorter or medium-term goals – such as insurance protection, house deposits or kids’ education – and also help them accumulate long-term wealth that will give them flexibility and options later in life when they’re clearer about their specific goals.

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