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Discover Why Generation X Partner With Us For Their Retirement.
You Might Be Thinking...
It’s stressful.
And you never know what the future holds.
It’s enough to put anyone off planning their retirement.
But fear of the future won’t stop you… It certainly didn’t stop Sir Alex Ferguson.
It was over 20 years since their last victory… And they won. The Red Devils had the talent, the ability, and with Alex, they had the foresight. When Manchester United partnered with the right manager in 1986, they went on to win 38 trophies over 27 years. How?! Because their manager had foresight. You see, when you’re in it, living it day in and day out, it can be easy for your thoughts to become clouded. You can often lose sight of the bigger picture. |
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What’s Holding You Back?Whether you’re a football/soccer fan or not…We’re all coachable. Perhaps you’ve been waiting for one to happen… Waiting for the right opportunity. Waiting for the right time. Waiting for the right amount of money… Even the right person?! If you’re here now, the time is now. It’s time to knock off the remainder of your mortgage. And it’s time to top up your super. But it isn’t always that simple, is it? |
Your Next Move Is CriticalYou’ve reached a very important stage in your life and it’s time to consolidate and re-evaluate. During this stage of life there’s a lot of change happening, but it’s also a building block for even greater change… You know what I mean. Until now you might have purchased your home, saved up a couple of hundred thousand in your superannuation and maybe even bought an investment property. |
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So What Can You Do?You can make a plan. But when do they ever work out? You’ve been planning all your life, but it still doesn’t give you the absolute certainty you need for retirement. What would it mean to you? As you moved closer to retirement, would it give you more balance in life, knowing when you could spend less time at work and more time on the important things? Perhaps it would allow you to travel more, whether it’s overseas or around the country. Maybe you even want to contribute more to the community, or to the grand kids, or even your favourite charity… And to be honest, you might only need to hit your goals for a few years and you could be set for life. The only question for most people would be… |
The Real QuestionWill you have enough money for retirement? It’s a tough question. But the numbers speak for themselves. Almost 60% of Australians are going to run out of money before they pass away. If you run out of money, where else could you get it from? |
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Are You Prepared To Be Forced Into Retirement?Every year we help a handful of people who have become ill or injured before they choose to retire. It's not their choice to be in this position, but they're always glad they have someone in their corner to help them. What would happen if you were forced into retirement? I’m guessing you’re probably the key player in your family’s finances. Everybody’s relying on you to hold the fort… If you don’t know where you’re at, then you need to get advice from someone who can help you figure it out. That doesn’t mean you can go out and get just any advice though. |
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There’s so many ways to get it and so many opinions on how to do it... Financial advice can be dangerous!
You could go on CANSTAR and look at the highest rated products, with the most reviews, but that’s based on crowd advice and there’s no way to tell if it’s really right for you. Sure, it may have helped the 100 people who gave it a 5 star review, but are you them?
The chances are there’s something that makes your circumstances different. And that’s normal. That’s why we have choice in our lives.
Another form of advice could be reading a book like The Barefoot Investor and following Scott Pape’s advice, but once again, it’s crowd advice and there’s no way of telling if it’s right for you.
If there truly was only one right way to do things there would only ever be one option… As a last resort you could even visit your local bank or call your current superannuation fund to get advice… Hmm…But don’t they provide what’s called limited advice?
Doesn’t that mean that sometimes they can only recommend you things that they sell? That’s right.
This means you could even get pushed you into something that is not the absolute best option for you, purely because it’s the best thing available to them.
And we’ve all seen what sort of advice the banks have given out in the past… May I remind you of the Royal Commission…
Fortunately, we’re privately owned which means, under our licence, we’re free to offer products and services from a wide range of providers to you.
We're able to do this because we're backed by Australia’s largest non-bank owned financial service licensee - Synchron.
Synchron is a company of integrity and respect and we’re not just saying that... They're the type of people who put their heads down and do the work. You know the type...They don't expect recognition for anything they do and they're not fond of giving others recognition either. BUT, they get the job done. AND, they can be trusted. They're the type of people we like to deal with.
In fact, come to think of it, they don’t even have awards for their advisers... Many other licensees would spend tens of thousands of dollars giving rewards to advisers and promoting them all over the place. That's not Synchron's style. Though, it would be nice to win an award every now and then…
Despite, the lack of glamour, we’re proud to be a part of a group that is no frills and very serious about the quality of advice that we provide. We even go under annual audits where an independent auditor comes around and randomly checks the advice that our advisers have provided. It’s a lot of work, but it’s worth it.
It also gives us peace of mind that you’ll receive the very best advice from any adviser in our business. It should give you peace of mind too.
Unless you’re a high roller gambler, we don’t recommend taking advice from people whom you’ve never met or have no clue on the kind of lifestyle or personal retirement goals you have. Who’s checking their advice to make sure that it’s the right advice for you?
There’s a chance you could get lucky, but the chances of losing it are much higher...
Why Has It Come To This?It’s a dangerous world out their in financial advice. Up until now, you’ve been bombarded; overwhelmed with choice! And rightly so, we’re all different and we deserve to have choices. |
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Don’t Wake Up In Your 60’s
Those who stand still and don’t act tend to drift off into what we call a mid-life drift. The next thing they know, they’ve woken up when it’s all too late…
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The Prime Of Your LifeBelieve it or not, right now you’re in the prime of your life! Now is your opportunity to hit a home run in your finances! |
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The Next 20 Years Of Your LifeIf Manchester United can turn over 20 years of average into 27 years of glory, we can turn your retirement into a glorious time too. And it will likely be 20 plus years! |
We’re Passionate About You Living A Glorious RetirementIf you couldn’t tell, we’re passionate about Generation X (you). It’s not just because it’s where our business excels... It’s also because we want to be the difference in your life. |
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Partner With The Generational SpecialistsWhen you partner with Financial Framework you get access to a team of experts that can service your every need from now until retirement. |
Value Packed Financial AdviceWe've compared ourselves to what else is out there and we’re certainly not the most expensive financial advice firm. But this doesn't mean we don't provide the same level of service. We don’t receive awards, nor do we apply for them. We believe our results speak for themselves. |
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Our ResultsDue to the promotional laws in financial the services industry, we’re not allowed to brag about our amazing client results. |
Our Client’s Have Received Large PayoutsRemember how I said 40% of people are forced into retirement, well, insurance is how you can look after your loved ones if that ever happened to you. And you know how people say insurance companies “don’t normally pay insurance claims”, well they do with us. We’ve been successful with 100% of all valid insurance claims. We’ve made over $10 million in successful insurance claims for our clients. |
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A Supportive TeamWhat we’ve really found makes our clients lives a success though, is our team. |
Before you even drive your car in to our offices, we will have a 10-15 minute chat with you on the phone to see whether we can help you achieve your goals or not. If we’re not the right the right manager to help you excel for over 20 years in retirement we’ll tell you. If we think we might be able to help, we'll invite you in for a meeting
Everything will be disclosed in our first meeting together and before you even decide to meet with us we will send you a video introduction so you can get to know your adviser, face to face, with absolutely no commitment what so ever.
In our first meeting we will spend around an hour with you (at our cost) to get to know your situation in depth.
If you you're the type of person we can help, and you'd like us to look into helping you, we'll invite you in for a second meeting.
In our second meeting we'll provide you with an idea on some of the strategies that we could work on with you and how they'll work to improve your retirement savings. At this stage you STILL haven’t paid for anything.
Before you even question the value of our service we will give you an idea on the size of the investment required to help you achieve your goals.
We’ve organised our advice process in such a way that it lowers any uncertainty about the kind of people you’ll be working with. The entirety of our process will be disclosed in our first meeting.
It won’t cost you anything to get started. And you won't be required to pay for any of the help you receive in our first two catch ups.