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OUR CLIENTS
We’ll help you maximise your personal wealth, while you focus on your business.
Owning and running a business requires many different hats. You are often time poor with many different problems coming at once. This is why many of our clients that own businesses do not have the time or the knowledge to manage their personal wealth.
We understand time is precious and restrict meetings to a necessity ensuring the focus is on you, not on data gathering. We also work closely with your accountant or financier to minimise your paperwork and maximise your benefits.
Some of the key areas we can help business owners with are:
OUR PROCESS
This is How We Work
Before we give you any advice, we prefer to look at your overall situation with a wider lens. This ensures our recommendations are in your best interest and allows us to focus on what is important to you.
Below is a quick review of what it’s like to work with Luck Financial Group.
First we have a chat over the phone or coffee (practising safe social distancing of course) to understand what your objectives are and what is important to you. By the end of our initial consultation you will have a clear understanding of how we can assist you in achieving your goals and the cost of advice required.
After our initial consultation we complete a thorough analysis of your situation. In addition to reviewing your current position, we also collaborate with your existing product providers and professionals such as mortgage brokers or accountants. This enables us to provide personalised and holistic advice.
After analysing your circumstances and our research, we develop a strategy to make your money work for you. Identifying opportunities and creating this game plan is one of our favourite steps in this journey. We often give our clients a call or email a summary of what is being achieved in this step to keep you up to date. It also assists in making some final decisions that only you are able to make.
Once your strategies are ready we will organise another meeting to go through everything. This is when all the dots are connected. This meeting usually takes an hour given we go through all of the things that are important to you and exactly how our recommendations can benefit you.
After we review your strategy, we put it all into action so you’re headed in the right direction to achieving your goals.
Every game plan and strategy needs a review once a year (at minimum) to ensure it is still effective. This review is also an opportunity to review your goals and recalibrate our recommendations. One of the benefits of receiving ongoing advice from us is that you don’t have to wait until your review to ask questions. You can call us anytime and we often check in with our clients to see how they’re doing and to update them on relevant news.
CONTACT US
Let’s Connect
If you want to meet over a coffee (practising safe social distance), we’re more than happy to do that too.
Our standard hours are Monday to Friday from 8am – 6pm
After hour appointments are available upon request.
Write to us and we’ll be in-touch soon.
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Perspective Wealth Management Pty Ltd
ACN 639 529 749
Trading as Luck Financial Group is a corporate authorised representative of Millennium3 Financial Services Pty Ltd
ABN 61 094 529 987 – AFSL 244 252
The information displayed on this communication is a summary only and should not be construed as investment advice or securities recommendations. It is prepared for general information and not having regard to any particular persons investment objectives, financial situation or needs. No recommendation (express or implied) or other information should be acted on without obtaining professional advice. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner. This website is for Australian residents only.
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