Why do you need a financial adviser?

Everybody dreams about being financially secure.

Unfortunately, most people don’t have a plan to help them achieve it.

Growing complexity in legislation and investment markets mean it’s becoming increasingly difficult to make the right financial choice without professional advice.

By choosing an experienced specialist Financial Planner you can actively plan for your future, rather than leaving it to chance.

Rodney and Troy Williams, as Authorised Representatives of Financial Services Partners, are professional advisers who can assess your financial situation, give you some realistic goals, and put in place the plan to help you reach those goals.

How can we help you take control of your financial future?

At Financial Services Partners, we can implement a financial strategy/plan that will help you achieve your financial goals.

Your wage shouldn’t be the only income you earn.

We can demonstrate to our clients that their hard earned savings can work effectively for them through wise investment choices that reflect their needs, objectives and current situation.

The first thing we do is listen. The only way to get a clear understanding of your financials needs is to spend time with you, either in your home or at our office. Then we develop a financial plan, explain it ti you and discuss any changes that you may want to make.

Then comes the exciting part.

Actually seeing your plan starting to work as you take the journey towards your financial goals whether they be:

- Insuring your income
- An income in retirement
- Protecting your lifestyle
- Investing to build wealth
- Tax planning for your total financial situation

- Savings plans for your children’s education or future
- Superannuation options for business or personal situations.

Protecting You

Few people take the time to assess the risks that their family or business face should disaster strike. After all were so busy building wealth, paying off our home and car loans that we don’t think, “what if I got sick and couldn’t work – how would I make the repayments?”

It’s a subject most of us just don’t want to contemplate, but protecting income and life is a very important part of all our clients needs.

Rodney and Troy Williams will ensure that you are made aware of the real importance of life, trauma and income protection insurance.

Nothing can replace the secure feeling you’ll have knowing that you and your family are financially covered for any situation.

Rodney & Troy Williams – Your financial planners.

		Rodney is an Authorised Representative of Financial Service Planners. He commenced his career within the financial planning and insurance industry in 1985. Through his association with FSPartners he is able to provide advice on and deal with a broad range of products, including Life Risk and Investment Life Insurance products, managed investment funds, superannuation and retirement savings accounts and annuities and pensions.
		Troy Williams has been a member of the Williams Insurance & Finance Services team since 1999, commencing initially in an administration role. Troy has a broad knowledge of all facets of the administration side of the business. This has been an excellent grounding for him since commencing his career as a financial advisor in the early part of 2002. Troy considers it to be essential to forge strong service based relationships with his clients, helping them to achieve their mutual goals of financial security and protection.

Rodney and his son Troy operate their financial services practice from their own business premises in the Bellerive village at Quay House, 11 Percy Street.

Rodney believes that under the new financial service reform legislation they can now offer a great level of service than at any time in the past.

“The new Financial Services Reform offers an enhanced platform for professionalism and will raise the professional standards right across the industry"

Rodney has stated - "The Williams team together with practice manager Hayley and other staff are excited about the future of our industry and look forward to providing quality advice to our clients, now and in the future."