Do I need a Financial Adviser?

Are you looking to invest but not sure in which direction to go?

Correct! Wrong!

Do you need help tracking your monthly finances?

Correct! Wrong!

Do you know how much you save or spend each year?

Correct! Wrong!

Would you suffer financial hardship if you couldn’t work and receive your current income because of illness or injury?

Correct! Wrong!

Do you have an appropriate amount of insurance so you family will be taken care of if you die or become disabled?

Correct! Wrong!

Do you need help making the most of your retirement balance?

Correct! Wrong!

Do you know what your tolerance to risk is and what risk you are currently taking?

Correct! Wrong!

Is your Estate Plan up to date?

Correct! Wrong!

Have you named the proper beneficiaries of your insurance and retirement accounts?

Correct! Wrong!

financial adviser
Do you need to engage with a Financial Planner?
Congratulations, you seem to know your finances back to front, however there is always room for improvement! Give us a call on 07 4724 5458 to see if we can help you maximise your potential.
Do you need to engage with a Financial Planner?
Don’t worry, we all need a bit of help sometimes. We are always looking for ways we can improve our client’s financial health. Give us a call on 07 4724 5458 to make your first free consultation and see what we can do for you!

With collective experience of over 50 years we will ensure you always get the best advice.

CONTACT US
Cox Financial