Financial Adviser Northam - Country Financial Directions

Our Services

Creating a Foundation to Save - Creating Wealth

Creating wealth is something you can achieve. You don’t need a large inheritance or an intricate knowledge of financial markets. You just need to know how to make the most of the money you have and exercise a little discipline.

Setting a budget, having an insight into your available cash-flow and knowing what government benefits you are entitled to, makes all the difference.

Firstly, we have a look at your financial situation, whether you have just started saving or have already saved a few dollars, it’s important to make these savings work for you and to take advantage of any government benefits that may be available to you.

Our cash-flow analysis provides an insight into the funds you will have available after living expenses, now, or in retirement.

We will work with you to provide a professional cash-flow analysis of your financial position and discuss the outcome in detail with you. The knowledge gained from the cash-flow analysis will enable us together to take the next step in making the most of your money.

Our cash-flow analysis will uncover options that we can explore together, should you engage us to provide personalised financial advice in our Achievers or Lifestyle options.

Financial Services - Creating Wealth
Country Financial Directions Country Financial Direction Newsletter - Financial Services