Many find achieving a balance between your life and wealth brings a sense of tranquillity and peace of mind. It alleviates financial stress and allows you to focus on what truly matters, such as your family, personal growth, and overall well-being.
You also align your financial goals with your unique values and aspirations. This ensures your money is working towards what truly matters to you, whether it’s starting a business, supporting a cause, or enjoying a fulfilling retirement.
When your life and wealth are in harmony, you have the freedom and resources to pursue your dreams and passions. Whether it’s travelling the world, exploring new ventures, or investing in personal growth, finding balance enables you to live a fulfilling life.
Embracing a mindset of living for both today and tomorrow can provide you with a sense of financial confidence. You can enjoy your current lifestyle and immediate desires while actively planning for a secure future without compromising your long-term needs and goals, knowing that your financial affairs are well-managed.
You can effectively mitigate risks and uncertainties that may arise in both the present and future. This includes protecting your assets, creating emergency funds, and developing strategies to navigate unforeseen circumstances.
Creating a lasting financial legacy for your loved ones means your hard work benefits future generations and leaves a meaningful impact.
Embracing life’s turning points can provide clarity about your financial situation. Whether it’s starting a family, changing careers, or retiring, these turning points prompt you to reassess your financial goals and make necessary adjustments to ensure you stay on track.
This fosters adaptability in your financial planning journey. As circumstances change, you need to adapt your plan to accommodate new goals, challenges, and opportunities that arise along the way.
Life’s turning points often bring growth and new opportunities. By embracing these changes, you can proactively explore avenues for wealth accumulation, investment diversification, and financial growth that align with your evolving circumstances.
I was recommended to Direct Wealth in 2022 and began working with Sam Dwight as my financial advisor.
Over the last 6 months or so, Sam has helped me begin the process of planning and executing a roadmap to future financial security.
Throughout this process, Sam and his team has been communicative and informative. He understood my current financial and personal circumstances and worked hard to ensure we had a robust plan.
With his help, I believe my future financial wellbeing is in good hands and I look forward to working together with Sam and Direct Wealth for many years to come.
I have just moved to Australia and had the pleasure of meeting Simon and the Direct Wealth Team. Their service is great, staff are friendly, open, honest and really professional. The knowledge that the team bring to the table is outstanding. Overall the company is fantastic and exceeded my expectations.
Kirsty has been an incredible asset for us giving great financial advice, she has a wealth of knowledge and guided us in what we think is in the correct direction moving forward in our retirement years. We would highly recommend Direct Wealth and on the Sunshine Coast look up Kirsty Wallace you will not be disappointed.
Rarely does someone come to us wanting to build wealth to never touch it! Our clients usually have financial goals that are connected to life goals – our main purpose is to figure out what kind of life you want to live and work with you to make this a reality.
You have the opportunity to discuss what you want to achieve with your life, then understand how our process works and how we think we can help for you to decide if Direct Wealth is right for you.
After that, it’s making sure everything stays on track and your finances continue to work hard for you throughout the years. It’s continuing to provide you with ongoing confidence and peace of mind you are on track, or are taking the right steps when things don’t quite go as planned.
Our clients tell us feeling comfortable about retirement is mainly about knowing ‘can I retire when I want and have enough for long enough?!’
‘Enough’ is different for everyone and change as your situation changes over time.We can also impact ‘Enough’ by proactively suggesting strategies to not only maximise the years leading into your retirement, but the decades prior to this so you aren’t left wanting with no time to act.
We complete and provide you with detailed financial projections, giving insight into what kind of life you can expect to live, making sure there is enough to last and you don’t fall short, or what options are available to you if there is a gap.
All of this is provided in a way to balance the life you want to live tomorrow without sacrificing the life you want today.
Typically, financial planners love to show portfolio reports and take inventory of your current assets & liabilities with little discussion as to how this actually impacts your life for better or worse.
Our focus is on providing regular progress updates to you celebrate your successes, make course corrections if things have changed or aren’t important to you now and proactively review your financial products and strategies.
All of this is to provide you a sense of working towards an outcome rather than just talking about it while recognising just how far you’ve come along the way.
