Laser focused assessment of your current financial position:
A thorough assessment of your current financial position, uncovering your biggest financial headaches, and the potential opportunities to attain your goals via rigorous strategies to lower gaps identified.
VITAL GAP ANALYSIS AND DEEP UNCOVERING OF YOUR FINANCIAL GOAls:
Quantitative projections to help you understand your potential financial position without change. Delve into what is important for the client to achieve financially and personally.
HIGHLY POWERED COMPUTER SOFTWARE FINANCIAL PROJECTIONS:
Industry-leading projections allowing the client to understand the potential position after investing in Financial Advice
THE ANCHOR WEALTH INNOVATIVE FINANCIAL PLANNING PROCESS:
A complete rundown of the next steps, the financial planning process, and the simple steps required to get started.
Open the floodgates with industry leading strategies:
As Strategy Financial Advisors, we will open the floodgates of strategies and financial options, allowing you to make an informed decision in our 30 minute video strategy session.
Financial advice without spending out of pocket:
Just like 1000’S of Australians who are receiving vital Financial advice every year without paying for the advice out of pocket, find out whether you can also benefit. Claim your 30-minute video strategy session to understand your options and make an informed decision.
BASED ON YOUR GOALS
Industry-leading strategies explained in simple language, helping you understand the basis of the strategies and the benefits in relation to your goals.
HOW ANCHOR WEALTH WILL HELP YOU :
We contact and obtain the client’s current policy providers, collecting the information required, subsequent to the client’s authority to access authorized. We undertake 3-6 weeks of stringent research, depending on the complexity of the scope of advice, presenting our recommendations in a comprehensive industry-standard Statement of Advice document.
We take care of the current product provider transactions, complete the paperwork required, and finally do all the implementation to complete current product providers’ change. We explain the exact hand holding we provide, making the process extremely simple, allowing you to get on doing the things you love.