Welcome
Taking the guesswork out of your financial future since 2004
through straightforward and easy to understand advice.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes. They also help you get greater clarity over key decision in your life, such as "Can I retire sooner?", "should I payoff my mortgage or contribute to super?", and "should I invest in property or shares?" plus much more.
It should start with your goals and objectives, and from there we will build a plan which considers the five key areas in your financial position - Income, Debt, Retirement, Insurance and Estate. Your plan is tailored to you and your needs, and will include the Advisers research, recommendations, reasons/benefits and risks/disadvantages, alternative strategies/products and details of any costs to be considered also. It should give you all the information you need to make an informed decision on what is in your best interests.
You should meet with your Adviser to review your plan at least annually, as a lot can happen in a year! Legislative changes to tax laws, retirement strategies, age pension rules as well as changes to economic conditions incl. inflation, asset performance, etc. On top of this, products are regularly changing and new products coming into the market which might be more appropriate/beneficial to you. You should also contact your Adviser whenever you have a major life change i.e. change in employment/income, marriage/divorce, children etc. as this can have a major impact on your overall financial position and appropriate strategies to meet your financial needs.
The initial meeting is online, either by phone or online video meeting - this way you can fit it into you busy schedule and can be completed at work or home.
The more formal advice meetings from there can be held anywhere - you can come to one of our many offices, or we can come to you either at work, home, a favorite café or we can arrange a serviced office at a location convenient to you. Of course, phone or Zoom are always an option and often preferred by clients to fit into their busy lives.
Our ongoing service is on renewable 12 month contracts, which can be cancelled with one call or email within 24 hours. We only ask that if you were to leave in the first year, we will invoice the remainder of the 12 months (no one has done this so far and we hope no one would ever want to!)
If you have a single area you wish to discuss we can arrange a quote for a one-off advice fee.
Ongoing service fees relating to investments outside of superannuation may be tax deductible. We will work with your Accountant if needed to ensure you get the maximum deduction.
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It is never too early to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
2/119 Brisbane St, Beaudesert QLD 4285 Shop 13/9-13 Main Western Rd, Tamborine Mountain Queensland 4272 GOLD COAST | SCENIC RIM | BRISBANE Ph: 1300 492 843 / (07) 5613 1920 E: info@voyagerwealth.com.au | info@scenicrimfp.com.au
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Friday: 9am - 3pm
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Voyager Wealth Management Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111) of ARTEMIS INVESTMENTS (NSW) Pty Ltd ABN 50 120 205 129, an Australian Financial Services Licensee No. 481 202
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