Make your retirement funds last the distance
19th December 2024
Prepare for tomorrow,
make the most of today
Why Get Financial Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
5 Steps to Financial Independence
In this ebook we share 5 important steps you can take to get control of your financial situation.
We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Robert Gothard
Certified Financial Planner ® | GradDipFP, DipFM
Robert Gothard the Principal and Adviser of Strive Wealth Solutions has been in the Financial Services industry for over 30 years.
Robert is a Certified Financial Planner® member of the Financial Advice Association Australia (FAAA).
He holds a Graduate Diploma in Financial Planning, a Diploma in Financial Markets and also has qualifications in Real Estate.
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Insights
Make your retirement funds last the distance
Make retirement income last Retirement is a time that many eagerly anticipate, providing plenty of time to pursue hobbies, do…
Estate planning gives you a final say
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care…
Why many of us need a super savings nudge
Making extra contributions into super can go a long way. Here’s some easy steps. Each year, October 31 is designated…
The end of hybrids. What that means for investors
Why high-quality bonds are a logical alternative to hybrid securities. Some of the biggest changes on financial markets that are…
The lowdown on negative gearing
Recently, negative gearing has been making waves in the news and with rental affordability becoming a serious issue in Australia,…
Is a retirement village right for you?
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in…
What our clients say
Previous
Next
Why Strive Wealth Solutions? Our clients enjoy;
Previous
Next