Concord Private Wealth – Concord means “agreement or harmony between people or groups.” We aim to work with our clients in a mutually beneficial way to achieve your desired goals.
Very few people are actually taught to deal effectively with money. How can you plan for anything, when you’re not sure what you are doing in the first place – this creates stress and uncertainty, and is where the benefits of Advice come in to play…
Most people can benefit from advice in one way or another – whether you want to take an active interest in your Financial affairs, by educating yourself, or whether your prefer the hands off approach, where you know you can have someone look after the finances for you.
As an Adviser I will help you determine what is important to you so that we can implement a personalised financial plan that will enable you to achieve your goals.
The building blocks;
I offer a range of Personal Insurance strategies and advice to help protect your lifestyle, family and assets. This will provide you the foundations on which to create, build and protect your wealth. Any good building will have solid foundations, so Personal Insurance a BIG player in achieving your goals.
We provide advice for:
• Life & Disability cover
• Trauma cover
• Income Protection
• Superannuation & Investment Advice
• Business Succession Planning
I also provide advice on your Superannuation funds, & investments. We use these tools as a way to create your wealth over time. Obviously we are all concerned about investment returns, but what we should take into account, is the psychology of investing. Do we want to follow the herd over the cliff? No. Through education and understanding we help you manage your financial decisions to achieve your goals.
We provide advice on many Super funds;
• Public sector funds (GESB)
• Any Industry Fund (Aus Super, REST, Host Plus, etc)
• Any retail (MLC, AMP, BT, Colonial, Zurich etc)
Paul Harrison – Concord Private Wealth
Phone – 0410 170 713
Email: [email protected]