Plus 1 Wealth Advisors is a division of Plus 1 Group Accountants.
Plus 1 Wealth Advisors was established in March 2004 and holds an Australian Financial Service Licence. Sentinel offers a range of financial services to their clients, providing comprehensive financial planning advice for both personal and business needs.
Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals-and the first step is to make sure you have access to the right advice.
Financial planning is a specialist profession and you should make sure that you are getting advice from a properly qualified person.
A financial planner will help you reach your goals; even if retirement may seem a lifetime away, the sooner you start planning the more likely you'll be able to achieve financial independence and peace of mind.
- Gathering financial data
- Identifying goals
- Identifying any financial issues
- Preparing the financial plan
- Implementing the financial plan
- Reviewing and revising the plan
Plus 1 Wealth Advisors offer a FREE
30 minute consultation, in which they identify your short and long term financial priorities, needs and goals. Once this has been identified we will then discuss and take you through our recommendations step by step.
Going forward from there, we understand your financial plan is not a fixed solution. Your circumstances, lifestyle and financial goals will change over time, so it is important your financial plan is up to date. We will provide you with a regular review to ensure your financial plan is in accordance with your changing lifestyle.