I Want To Get Strategic About My Financial Future

Who We Help – I Want To Get Strategic About My Financial Future

I regularly speak with people who are in their 40s and 50s, working full-time and earning reasonable money but feel like there’s no cohesion in how they’re going about building their financial nest egg. They recognise they’re missing a strategic overlay in their finances.

Perhaps this is you.

Who We Help – I Want To Get Strategic About My Financial Future

Maybe you’ve dabbled in shares, but aren’t too sure about it. You might’ve thought about an investment property at some point, and it’s probably been a little while since you’ve looked at your superannuation and life insurances.

Often, what brings things to a head is that you’ve now got a little bit of cash built up and you want to put it to work, but aren’t exactly too sure the best path to go down and what to do with it. But more than just getting advice on how to invest a portion of money, you want to take this opportunity to design a personalised long-term financial roadmap, to pull everything together and get it moving in the same direction.

At My Financial Design, this is who we help. We partner with you to design a personalised financial roadmap, giving you the strategy to get your finances on track for the future you want.

The biggest compliment I get from my clients is when they tell me they no longer have to worry about their financial future because it’s all planned out and they know it’s being looked after.

Reach out to me if you’d like to start a conversation to remove the worry and stress from your financial future.

I’m Luke Hanson, Financial Adviser and Director at My Financial Design.