Studies have shown that only a quarter of Australians use a financial adviser. Yet those who do are more likely to report happiness, confidence, and stability in their financial and personal lives.
For me, Sylvester Stallone in the classic movie Rocky put it best when he said:
"If you wanna dance, you gotta pay the band"
It is a philosophy I believe you can apply it to almost every facet of your life.
As a financial adviser I think it is important that people take an interest in their finances. It is so easy to put off looking at your finances until its to late. The earlier someone takes an interest in their finances the better it is for themselves.
Whatever the goal is, individuals must take some action to reach that goal. The first step is booking an appointment with adviser.
I’ve been a financial adviser since early 2001. During that time period I have seen the industry continually evolve for the better. The 2019 Royal Commission into Banking and Finance created much upheaval in the industry. Going forward I believe financial advice will be delivered more through smaller providers rather than large corporate institutions.
Endgame Advice was first established in June 2015. I would rather offer a more personalized advice experience to fewer clients than be part of a bigger machine trying to service a larger clientele.
I have always offered broad and comprehensive financial advice. I specialise in Wealth Creation, Wealth Protection and Retirement Planning. More specifically I advise in the areas of Cash and Fixed Interest, Equities, Superannuation, Self-Managed Superannuation Funds, Personal Insurances and Property and Lending advice both within and outside of superannuation.
My approach to advising has always been “placing the client’s interests above mine, what would I do in their position with the knowledge I have”. I truly believe that if you do the right thing by a person it is appreciated.
I believe there are few roles as diverse as a financial adviser’s simply for the fact that you are a lot of different things to a lot of different people. On any day you might be a trusted confidant, a sounding board, an educator, a reality check, a disciplinarian, a motivator or anything everything in between.
The type of things I offer clients and business associates are integrity, trust worthiness, experience, adaptability and the ability to listen closely and offer solutions.”
PO Box 91 Altona North VIC 3025
Phone:
1300 969 563
Email:
andrew@endgameadvice.com.au
Address: 91 Altona North VIC 3025
Endgame Advice
ABN 50 950 084 701
Level 23, 25 Bligh St Sydney NSW 1225
PO BOx R686 Royal Exchange Sydney NSW 1225
Phone: 02 9252 2000
Fax: 02 9252 233
www.lifespanfp.com.au
ABN 23 065 921 735
Andrew Bonnici is an Authorised Representative (ASIC No.222909) of Lifespan Financial Planning Pty Ltd (AFSL: 229892).