ALL SUPERANNUATION INVESTMENT ADVICE LIFE INSURANCE SOCIAL SECURITY RETIREMENT PLANNING AGED CARE
 

POWER OF ADVICE

 

We often get asked the question what is a financial adviser?  What do you actually do?

Our role is to provide holistic financial advice tailored to our clients’ specific goals. We understand that no two people are the same, so we take the time to get to know our clients, understand their goals, and establish a plan that will help them achieve those goals in a realistic and achievable timeframe.   

At Devon Wealth, our services have a strong strategic focus, placing our clients’ best interests at the centre of everything we do. Put simply, we are focused on you – your wealth, your cash flow, your lifestyle, and your goals.

Here are some practical examples of how we help our clients:

  • Financial Assessment: We help you understand your current financial situation.

  • Goal Setting: We assist in setting goals and identifying the tools available to achieve them.

  • Investment Advice: We provide investment advice and help prepare an investment strategy.

  • Risk Management: We help you understand your risk exposure and discuss contingencies, such as appropriate insurance and a contingency cash reserve.

  • Tax Minimization: We look for opportunities to help you minimize tax, both now and in the future.

  • Government Entitlements: We provide advice on maximizing government entitlements.

  • Financial Modelling: We offer financial modelling and forecasting of your future income and assets.

  • Fee Review: We review existing financial product fees to ensure you are not overpaying.

  • Progress Reporting: We provide ongoing progress reporting so you always know where you stand.

  • Strategy Reviews: We conduct regular reviews and adjustments to your strategy as needed, whether due to legislative changes, economic factors, or changes in your goals and personal circumstances.

  • Financial Education: We provide ongoing education to help you improve your financial literacy and make better decisions independently.

  • Professional Referrals: We refer you to other trusted professionals when necessary, such as accountants, lawyers, stockbrokers, and mortgage brokers.

  • Administrative Support: We make your life easier by reducing your administrative burden.

  • Decision Support: We assist you in making better financial decisions and avoiding costly mistakes.

This comprehensive list highlights many of the ways we add value to our clients’ lives. We charge a fee for service, much like accountants and lawyers, as all these services combined will add value to you over time.

The sooner you establish a relationship with a trusted advisor, the sooner you will prosper.


CONTACT US

Phone: 03 8317 0665
Email: andrew@devonwealth.com.au

Location

Ground Floor, 313 Canterbury Road Canterbury, VIC 3126