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Bi-monthly Newsletter – April 2015

Have you ever asked yourself how the rich get and use financial advice?

Below is a 90 second video on how Gen X (i.e. people aged 35 to 55) can use financial advice to their benefit.

Gen X are normally at the start or at the peak of their earning capacity and are brilliant at their job/running their businesses, but are poor at managing their own financial affairs mainly due to a lack of time.

If you are interested in reviewing your current situation or wish to discuss the below video in more detail, please contact us today.

 

Kind regards,

 

Lachlan Baker FIPA, FPA(aff), SA Fin, MAICD, JP, MBR of FBAA
Private Wealth Director

How the Rich Get and Use Financial Advice

The most effective wealth creation occurs when all your investments work in symphony.

Watch the video