YOUR WEALTH STORY

Every life is a story. There is a beginning, a middle, and an end. There are twists and turns.

People even refer to significant changes in life as “closing a chapter.” The same applies for when someone builds up wealth – there are set pieces, characters, and episodes.

Sound financial planning coming from independent financial advisors is a start. However, it is only one piece. Many things must come together to build the story of your wealth.

As with all stories, there has to be a beginning. What your beginning is will vary. These are your assets, your income, your investments. What you have right now is the start of your story.

The best stories always have a goal, a conflict. Good writers put this at the forefront, so the reader knows the stakes from the get-go.

What do you want out of your money? Do you want to know you can live a good life even in retirement? Do you want a safety net for when your income is less reliable?

No one gets rich in a vacuum. Everyone who ever made a million or more had to contend with the need to spend money along the way. For someone with a small income, even little increments can feel like a huge deal.

The bulk of any story involves getting to resolve the core goal or plot. The same is true hen building wealth. Most of it is a lot of work, with the management of funds, making decisions, and reviewing data.

There is a lot of work to be done in getting rich. Whether you need a regular update on the status of your investments, someone to advise you on what plans are best, or recommendations on where to invest, The Financial Advisors Perth can provide the tools.