Professional Services
Southern Shoalhaven Financial Services
Southern Shoalhaven Financial Services
We create unique structures around your financial arrangements to help you achieve your ideal future, while protecting you and your loved ones for the present.Many Australians tend to get to 'comfortable' with their financial problems, or perhaps are totally unaware that they even have problems.
Here are some common problems we provide solutions for:
- Will I have enough money to retire comfortably, when I choose to ?
The government has set a 'retirement age'... but with propper planning you can retire on your terms, whenever you want.
- Will I have to endure a lifetime of loan repayments ?
Some simple, very effective steps to reduce your loans and make debt work for you. Saving you tens/hundreds of thousands of dollars interest and dramaticly reducing the term of your loans.
- Will my family be OK if something really bad happens to me ?
No one expects serious accident sudden illness... or worse, but it happens every day. Don't let a personal tragedy turn into a financial disaster. Effective financial risk management strategies are not as expensive or as difficult as a lot of people think.
- Where is all my money going ?
On average Australians spend 106% of what they earn. Getting a handle on where your money goes is the first step to financial freedom
- Is my money working as hard for me as I do for it ?
Identifying the right investment mix with a level of risk that you are comfortable with can overcome the fear of investing that often results in money just sitting in the bank.
Many people get to comfortable with these problems and more... They take them to bed every night and tuck them in like a loving friend.
DON'T GET COMFORTABLE WITH YOUR FINANCIAL PROBLEMS
We pride ourselves on providing top qualtiy financial advice, value for money solutions and excellent services and we are backed by an Australian icon you know in AMP.
Call us for your complementary intitial consultation and see how we can help you achieve your ideal financial future.
Thank You
Michael Wells
Southern Shoalhaven Financial Servcies
61 Wason St
MILTON 2538
Ph 02 4455 ...read more
Contact details
Opening Hours Detail
- Flexible Hours by Appointment
Brands
- Specializing in: Personal & Business Insurance Superannuation Retirement Planning Banking & Debt Elimination
Working with Michael was a wonderful experience. We faced some challenges after stopped work and moveing to the south coast from Sydney. Michael devised a plan that provided enough income to live comfortably and do all the things we wanted to do. He even help us get a small pension from Centrelink. He explained things well and gave us peace of mind and comfort that we will be financially secure, and as long as we don't live past age 103 there will be something to pass onto the next generations. Kevin & Sue.