You may be thinking:
“ I’m getting close to having enough deposit money for a property but what is the best way to do this and still maintain
healthy savings?”
“ Do I need insurance?”
“ How do we best manage a double income to meet lifestyle needs and longer term goals?”
“ My first baby is due soon. What financial issues do we need to think about with this life change?”
Now is when you may start taking stock, thinking about how you can best look after yourself and your loved ones. Maybe you’ve got enough saved and you’re investing in a home. Or you could be expecting your first child. You could even be a professional wondering what to do next – working overseas,
investing or planning for a big adventure in life.
Financial advice can help you take advantage of opportunities to plan by maximising your savings, investments and super – even looking into more complex areas like SMSFs and estate planning. A financial adviser at John Alam & Partners can also help you understand the benefits of insurance, and choose appropriate insurance cover in case the unexpected happens so you and your dependents are looked after.
Don’t leave your financial life to chance – work with John Alam & Partners to manage and grow your savings for the future.
Contact us on (02) 9520 4433 (Option 2) today or send an email to jerome.alam@johnalampartners.com.au.
Important information
JG & J.M Pty Ltd T/A John Alam & Partners Financial Advisers is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.