Value of Financial Advice / Why get Financial Advice?

“A good Financial Advisor will take the varied elements of your financial life and combine them in one”

Financial Advice Today, Financial Knowledge Tomorrow

Our Financial Advisors will also help financially educate you to improve your financial literacy allowing you to become empowered in the implementation of your wealth.

What you can expect from us?

A successful financial strategy combines all elements of your life. We have outlined some of the key areas to consider.

  Goal Setting Tax Management – Working directly with Accountants to help structure your tax affairs to legally reduce your tax
  Risk Management Strategies Cash Flow Management – Managing your daily cash flow
  Superannuation – Both retail and Self Managed Superannuation Funds Investments – Investing directly into equities or through Managed Funds
  Choosing an Adviser – Selecting the right adviser for you

Questions to Ask Your Financial Adviser

Finding the right advisor can be a difficult task. To help, we have outlined some important questions to ask your Financial Advisor.

Financial Advisor Alex Lee

Creating Wealth with Ark Total Wealth

We are independently owned financial advisors who have been operating under our own Australian Financial Services Licence for over 20 years. Our financial advice and expertise extends from direct property and shares to managed funds and investment fields.

We specialise on financial advice focused on your plans rather than on investment products. To give you a feel of how we can help you create wealth, we offer a 90 minute complimentary appointment during which we get to know your needs and discuss the options for you to achieve these.

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