Clients often come to us keen to come up with strategies to build their wealth. Often they are wanting to find ways to reduce debt and grow their money for the future. It is also a time of competing priorities including career, family, friends, health and financial well-being.
Each priority has different goals. We will work with you to allocate and balance resources that will help you achieve your future lifestyle dreams, whilst meeting your current commitments.
Common concerns include how to improve your financial situation and questions around paying off mortgages versus investing in other assets. Cash flow is also a big one at this stage of life with competing financial commitments such as the costs associated with educating children and debts. We will also work with you to help identify the right super and insurances.
“We finally feel like we are getting ahead and on track with our finances. The team at Dobbrick were able to identify gaps in our current position and put a plan in place to have our money working for us.”
