Your Award Winning Financial Planners on the Gold Coast
If you’ve ever asked yourself the following questions, you’re in the right place ;
“Are my investments doing as well as they could be?”
“Are there hidden fees in my super fund I don’t know about?”
“Should I really have a Self Managed Super Fund?”
“How much do I need to retire?”
“Can I get any age pension benefits?”
“Can I really afford this?”
“What impact will Aged Care have on my finances?”
“Should I be using options with my investments?”
“How do I make sure I never have to get a job again?”
“How can I be sure my financial adviser has my best interests at heart?”
A GOAL WITHOUT A PLAN IS JUST A WISH
At Cooper Wealth Management we believe that if you’re going to reach your financial goals you MUST know where you want to go, have a plan to get there and review your progress on a regular basis.You need to juggle strategy, risk, different asset classes, different platforms, different investment managers (or maybe don’t even use an investment manager, maybe you should do it yourself), know how to measure performance and adjust your plans as the world changes. Then you need to stay on top of the tax changes, the moving economic landscape, the change in politics and the not easy to understand superannuation rules (oh, and don’t forget age pension changes).
How can you find the time to do this while having a life… while working a job… while raising a family? Instead of digging through hundreds of books, thousands of websites, and wasting money and time on “trading systems”, strategies by so called “experts”, talk to us and let us see if we can help.
Ready for the next step? Cooper Wealth Management in an Independent Financial Planner, based on the Gold Coast, which specializes in the financial planning and portfolio construction to help you reach your goals, increase your income and mange portfolio volatility. Are we speaking in another language? We make your finance goals a reality, and financial planning easy to understand for every person no matter what your situation is and will make recommendations based on your individual needs, life circumstances and goals for the future. Contact us for expert advice and services including:
- Financial Planning
- Centrelink Advice
- Planning for Aged Care
- Stockbroking
- Wealth management
- Corporate Superannuation
- Portfolio administration
- Fixed interest and cash management
- Margin lending and gearing strategies
- Derivatives advice
- Managing risks and structure investments for long-term growth