A FRESH START.
Getting clarity and direction around your personal and financial goals should be a joyful, affirming experience, not a chore.
Rick Maggi (CFP) has been helping clients make the shift from vision to reality for over 40 years, building resilient investment, superannuation and retirement strategies that are easier to understand and refreshingly simple to manage. And when your personal values and priorities are placed at the very core of your financial plan, your journey is likely to be a more meaningful one, with measurably better results.
So if you sense that something might be standing between you and the things you want most in life, or if you just need to get organised, consider getting a second opinion from an experienced, approachable, Financial Adviser.
A BETTER WAY.
Of course, whether or not you ultimately engage the services of a Financial Adviser is a deeply personal decision, and one that should be considered carefully, so its important to take your time, do your research, and ask plenty of questions.
Recent media focus regarding fees and potential conflicts of interest within the financial services sector is a very real concern for investors and superannuation members, and rightfully so. We believe that our transparent business approach represents a better way forward for clients - a clear plan, a simple fee structure, no surprises. And as a long established, Perth-based financial planning practice, our clients are actively supported by local, thoughtful, experienced personnel, every step of the way.
Have you been referred?
Our clients are typically referred to us by family, friends, work colleagues and institutions. As managing their affairs, and being readily available to them is our key priority, Rick Maggi is not currently taking on new clients, unless referred. If you would like an introduction to a trusted, well regarded Financial Adviser/Planner, we would be more than happy to point you in the right direction.