Soaring to create wealth for your future

financialfutureThe recent Federal election brought home to me a couple of home truths again – the first one was, nothing remains the same and the second one was that change is perpetual. I want to remind all my readers: the same is true for you and your life.

One of the things I really love about change is that it provides me with never ending possibilities, such as the option to:

  • change myself
  • change my lifestyle
  • change my future
  • change the future of the world

Believe it or not, but I’ve changed residences and business offices five times in the last three years… I can see you shaking your head now and smile about my follies. In my world, I had perfectly valid reasons for this and am completely happy and reconciled to the changes it allowed me to experience, though my teenage daughter might think differently of it.

Don’t get me wrong, some of the changes were a bit difficult at times, but as a human being I am a member of the most adaptable species, and I sought to make that work for me.

So what has all this to do with Wealth Planning? A lot more than you might think.

In my line of work, I see people who are at different stages in their lives and with different goals and aspirations. Some of them are quite clear about what they want, and others are seemingly just drifting. Some have had a leg up from their parents in getting themselves started on the road to make their own riches, others are enthusiastic and quite determined to change the situation from where they came from and build themselves a future that they like better. Yet, all of these situations require someone to be open to change, or even bring change about quite deliberately.

When it comes to creating wealth, what I’ve found is that no matter where you start from, the most important thing is to set goals and be determined to work towards them. Your goals are YOUR domain, and they are in a sense a path of change that you are mapping out. However, you can get a lot of help from OTHERS if you don’t know how you can achieve making the changes you need to make in order to achieve your goals.

This is where Wealth Planning comes in… where others can help you achieve your goals. You don’t need to know everything in life, but it’s good to know where to find what you need to know. It’s called bringing in expertise.

Wealth Planning expertise these days has come a long way since the days of the building societies. Today’s Wealth Planners help you with educational and practical tools and use the latest software that can model certain outcomes based on assumed starting conditions – anything that will describe your real life conditions as best as possible, so you know exactly what to expect, if you keep on this course.

The modeling tools use real financial data, like the consumer price index rates or fixed or variable interest rates, so that they can create a picture for you that is like a road map to your financial future – if you choose to go down this path.

If you want to find out a bit more about the Wealth Planning process you could use to make your dreams come true, just click here to contact us. A member of our Team will happily assist you with more information. On the other hand, if you prefer to get some tools into your hands right now, then visit and download our practical toolkit to get you started.

Copyright © 2013 Robert Bauman. Feel free to use this article in your hard copy or eNewsletter, provided you display the Copyright notice and source reference in its current form.

Disclaimer: This information (including taxation) is general in nature and is for Australian residents only. It does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement. To find out more about services provided by Straight Money Talk Pty Ltd please visit my website.

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