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Financial Planning isn't only for the Wealthy

Our Ideal Client 

It doesn’t matter if you earn a lot, a little or somewhere in between. If you want to improve your financial situation, we are here to help you.

We don’t measure our “ideal” client in terms of how much you have. Rather, our ideal client is someone that simply wants to improve their financial circumstances and achieve the best financial outcomes they can with the resources they have at hand.

Our Fees & The Presence of Value

We believe that everybody can benefit from financial advice. Obviously there is a cost to engage a financial planner. We believe that there must be clear value for the cost of any service or product. To justify our fees, in order for us to work with you, we determine the benefit and value we can add. This is done via projections that help us to assess the potential outcomes of our strategies vs your current situation. These projections clearly identify our ability to add value or not, making your decision around engaging our services as easy and clear as possible.

 

Our Fees are a reflection of the simplicity or complexity of the advice you require.  The important factor is the  presence of Value.

Our Licensee

PROFESSIONAL INVESTMENT SERVICES

GENERAL ADVICE WARNING

This website is the website of Lever Growth Group Pty Ltd  ABN 69 069 695 370 T/as Your Financial Guardians.

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances.

Your Financial Guardians do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.