Are you an impulsive spender?
18th November 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.
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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
Are you an impulsive spender?
Characteristics of impulsive spenders A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change…
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
MLC Economic Update with Bob Cunneen – November 2024
Key events in October 2024 Global share prices fell in October in local currency terms. Notably both the US and…
Choosing a credit card
If you’re struggling to pay your bills, a new credit card may not be the best move. See managing debt for other…
A rear-vision roadmap to greater retirement heights
Future investment returns are unknown, but past returns are a guide for retirement. If you’re a member of a superannuation…
What our clients say
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Why Strive Wealth Solutions? Our clients enjoy;
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