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Step 3: Identify your goals

We will help you identify your goals and current financial position. We normally do this at the same time as the 'fact find'.

 

We have discovered what your personal situation is and your goals.

Your financial planner will then talk you through certain strategies that will assist you in achieving your goals. What strategy we might use, how the strategy works, how it applies to your circumstances etc

The Wealthsure AFSL applies to financial product advice only. Please note Mortgage Brokering, General Insurance, Accounting, Legal Document Drafting, Taxation, Real Estate and Business coaching are not considered to be financial products.

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connect 4 Financial Services Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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