Financial advice is becoming unaffordable for the average Australian. This is due to the Royal Commission and the changes to education and a adviser exam all advisers must pass to give advice. I hold a degree and have passed the FASEA exam, but this wont be the case with thousands of advisers. It is anticipated that over 7 million Australians will seek financial advice by 2030. At Virtual Financial Advice it is our aim using technology will will be able to make financial advice affordable for all Australians.
to take low price multiples.
The opportunity to grow our practice has never been better, with low interest rates and numerous sellers willing to take low price multiples.
The opportunity to grow our practice has never been better, with low interest rates and numerous sellers willing to take low price multiples.
umerous sellers willing to take low price multiples.
Virtual Financial Advice has the competitive advantage of holding our own CPA public practice licence, which we use to advantage when dealing with our clients’ own accountants. We are a technology based company servicing our clients using Zoom, and state of the art software and online checklists and questionnaires, resulting in convenience and cost savings for our clients. We have the latest retirement planning software to show our clients if they are on track. And we put in place a Retire Plan, which only 1% of Australian’s have.
Financial advice is becoming unaffordable for the average Australian. This is due to the Royal Commission and the changes to education and a adviser exam all advisers must pass to give advice. I hold a degree and have passed the FASEA exam, but this wont be the case with thousands of advisers. It is anticipated that over 7 million Australians will seek financial advice by 2030. At Virtual Financial Advice it is our aim using technology will will be able to make financial advice affordable for all Australians.
The opportunity to grow our practice has never been better, with low interest rates and numerous sellers willing to take low price multiples.
Virtual Financial Advice has the competitive advantage of holding our own CPA public practice licence, which we use to advantage when dealing with our clients’ own accountants. We are a technology based company servicing our clients using Zoom, and state of the art software and online checklists and questionnaires, resulting in convenience and cost savings for our clients. We have the latest retirement planning software to show our clients if they are on track. And we put in place a Retire Plan, which only 1% of Australian’s have.
If you want to ease into retirement by reducing your hours and working part-time, you can maintain your lifestyle by using some of your super to top up your income through a Transition to Retirement Pension (TRP). The key benefit of the strategy is to draw income from the TRP to replace the employment income.
Adem Becirevic Authorised Representative No. 244661 | Virtual Financial Group Pty Ltd | Corporate Authorised Representative No. 363528 | Shartru Wealth Management Pty Ltd | AFSL 422409 | ABN 46 158 536 871
General Advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information