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In any twelve month period it is commonplace for you to experience changes in your life and Sabre is always on the job to look after your financial health.
New job, change of income, retirement, marriage, children, grandchildren, education requirements, divorce, investment or business opportunities. All of these have an impact on the personal and financial goals of our clients and need to be planned for accordingly. Many of them also throw up specific risks that need to be guarded against.
Whilst personal changes are occurring, the Government is also constantly changing taxation laws, Superannuation laws and Centrelink rules. Our role as your financial adviser is to identify the opportunities that arise as a result of these constant changes. Many of the changes have been great for our clients and, by implementing our recommended strategies, they have positioned themselves well for retirement.
Some of the benefits Sabre clients get from our ongoing advice and assistance are as follows;
- More confidence about their future plans, goals and dreams
- Less stress/anxiety about money and things that affect it
- Preventing financial missteps which can be very costly to unwind
- Not missing opportunities to grow their wealth and minimise tax
- The removal of financial stress at home
- Put measures in place before issues arise
- Maximise Government benefits
- Alignment of financial choices with your goals and deeply held personal values
- Freedom of more time to do what is important to you, with the people that are the most important to them.
Our aim is to enable clients to prepare for and have a better future!
There is an enormous benefit in having another set of eyes look at things.
In short, we don’t know what we don’t know! The question you need to ask is;
"How much time am I willing to devote each week to keep up with legislative changes, economic changes, taxation law, estate planning law, superannuation law, trust law and trustee requirements, shares, managed funds, Exchange Traded Funds, Listed Investment Companies, hybrids, ATO ID’s, ATO SMSFR’s and so on?”