Strategic Wealth Planners

📣 Our Senior Planner, Robert Dekkan, is passionate about supporting our clients to achieve true progress and growth📈 If you’re interested in kicking off your financial planning journey, reach out to us today for a no-obligation discussion. We would love to hear from you. #financialadvisor #financialplanning #growthmindset

Thank you, Natasha! ⭐️⭐️⭐️⭐️⭐️

The Guardian report that spending is tipped to moderate until households start getting some relief in the middle of the year, Commonwealth Bank Chief Economist says 📉 Full article: https://lnkd.in/gTUfhJZd Robert Dekkan

These are the key things to look for in your financial advisor, but prior to doing so, you will need to: 1️⃣ Decide what you want from financial advice. Before you get financial advice, decide what you want to get out of it. This will depend on your stage of life, how much money you have, and what you’re trying to achieve. A financial adviser can help you make financial decisions and plan for the future. This might include advice about budgeting, investing, super, retirement planning, estate planning, insurance and taxation. 2️⃣ Choose the right financial advice for you. You can choose to get either general or personal financial advice from an adviser, depending on what you need. General financial advice doesn’t take into account your personal situation or goals, or how it might affect you personally. Personal financial advice is tailored to your financial situation and goals, and is in your best interests. It can include: ⏳Simple, single-issue advice — Help with one financial issue, for example, how much to contribute to your super, or what to do if you inherit shares. 🕰️Comprehensive financial advice — Help to develop a financial plan to reach your financial goals. This covers things like savings, investments, insurance and super and retirement planning. 🔁 Ongoing advice — Regular monitoring and review of your financial plan and affairs. #FinancialFreedom #PersonalFinance #FinancialPlanning #mortgage #FinancialLiteracy #RetirementPlanning #DebtFree #financialadvisor

How do people feel about financial planning? 🤔 A recent study found that the top three “roadbloacks”, or internal reasons, that financial plans are often not created for wealth and retirement are these ⬆️ Comparatively, 54% of people with a financial plan felt “very confident” they would reach their financial goals, compared to only 18% of clients without a plan ↔️ There is no reason for people to let excuses get in the way of feeling financially stable and confident about reaching their financial goals 🎯 Contact us today for an obligation free quotation, and get your financial health en route to success! 💪🏼💰 #FinancialFreedom #PersonalFinance #FinancialPlanning #mortgage #FinancialLiteracy #RetirementPlanning #DebtFree #FinancialAdvisor

#CapitalGrowth – what it is and how it works 🧐 - Capital growth, or capital appreciation, is an increase in the value of an asset or investment over time. 📈 - Capital growth is measured by the difference between the current market value of an investment and its purchase price. ⚖️ - Capital growth investments vary depending on the level of risk tolerance for each investor involved. ⏳ For more helpful financial updates, follow Strategic Wealth Planners and connect with Robert Dekkan 🖇️

Happy Valentines Day everyone! Here are a series of pun-derfully romantic cards for our friends in the world of finance; funny 🤣, romantic ❤️🔥 and financially sound ✅ advice. Strategic Wealth Planners

Thank you, Steve ⭐️⭐️⭐️⭐️⭐️ #clienttestimonial #clientlove #financialplanner #wealthbuilding

Make 2024 the year that you grow, invest and prosper 🚀 Take control of your financial wellbeing today. Follow Strategic Wealth Planners - a page dedicated to educating our followers on the basics of financial growth, literacy and wealth 💰 Let us know if there is anything specific you’d like to hear from us about this year! ⬇️

Thank you, Paul ⭐️⭐️⭐️⭐️⭐️ Robert Dekkan #clienttestimonial #clientconfidence #financialplanning #financialcoach #financialgrowth #wealthmindset