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.
Financial Adviser & Founder
I’ve been a financial adviser since 2001 and set up Endgame Advice 2020. Over that time, I have seen the industry change and evolve for the better.
The longer I have been in the industry the more I’ve come to believe that simple is often better for the vast majority of people. As such I tend to shun the complicated products that people barely understand.
I set Endgame Advice up because 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 believe financial advice is better delivered through smaller providers that actually know their clients rather than large corporate institutions trying to be all things to everyone. Let’s face it who wants to go through 5 stages of a call center to get to speak to somebody that doesn’t know you..... to be than told that they can’t give personal advice.
My approach to advising has always been “what would I do in the client’s position with the knowledge I have”.
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).