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Help your loved ones with a comfortable retirement.

Investments that care

How can you build an investment portfolio that has a direct impact on your family? We all work hard for our family. Now you can make all that effort have a more lasting impact through an investment strategy that generates the additional income and equity you need.

Humans are social beings that form deep bonds within family and community. Planning for a future that includes extended family members is not at odds with securing the financial future of your immediate family. In fact, it often leads to benefits that cannot be measured using a financial barometer. For example, having a focus on providing for the elders in the family creates a dynamic that improves goodwill in the family and creates an environment where parents feel secure in their twilight years, knowing that their children have their back now.

Kick off an ‘investments that care’ portfolio with Advantage First and learn how we can help you with traditional investment planning while also building a richer, more robust family fabric. Welcome to personal investment planning with a twist!

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Kimberley and Shannon

Let’s look at a hypothetical scenario involving 2 different people (let’s call them Kimberley and Shannon) who are starting their path to financial independence.

Kimberley meets with a financial advisor who discusses her goals and financial requirements. As part of understanding these goals, the advisor looks at Kimberley’s broader picture that includes herself, her direct family and others that she may need to look after in the future.

In this way, Kimberley will have the satisfaction of knowing that she is building a pool of assets that have the potential to create financial security for both her family and her family elders.

Shannon chooses a different path and focuses purely on building her own personal wealth. In doing so, she potentially misses out on the intrinsic rewards that come from Kimberley’s family centric approach.

Key insight

Kimberley is well on her way to achieving her goal of meeting her immediate financial needs together with a deeper family bond. Looking back, she can take comfort in the knowledge that she is doing her bit. At Advantage First, we can put in place a financial structure and investment strategy to enable you to make decisions similar to those of Kimberley. All investment carries with it some form of risk, some more than others. External influences such as domestic and international economics can change expected outcomes and it is important to seek professional financial advice when developing your financial strategy. It is also important to continually review and adjust your strategy as your circumstances change.


General Advice Warning:
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances. Hypothetical scenarios are based on assumptions and are not guarantee of any outcome in the future. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.

Advantage First Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1000091) of IPraxis Pty Ltd (ABN 39 114 365 007), which is the owner of Australian Financial Service License No: 329337.

Other Advice Warning:
Before acting on any of the information presented here, please seek professional financial advice.

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