Wealth management with Geelong and Horsham financial advisors

June 24, 2015

A plan is like a map. We follow a map to see where we are, to get somewhere, to reach a destination. Food for thought:

“A survey of Yale University graduates in 1953 showed that only 3% had written down their financial plans for the future. Twenty years later a follow-up survey of the same graduates showed that the assets of the 3% who had written down their plan exceeded the combined assets of the 97% who had not.”

Source: Money Tree/Wealth Adviser

Planning is an ongoing process. Appointing a Certified Financial Planner® can help you assess your financial position and identify your personal and financial goals.

Take action and be in charge of your own financial plans! Seek your own financial freedom with our Geelong and Horsham wealth management!