What we do:
Our vision for this company is to provide financial advice that will change the lives of our clients for the better.
We should all aim to be wealthy.
To be wealthy is to be in a position where you can live without financial worry, you will provide yourself an income that you don't outlive, and leave a grateful legacy to your loved ones.
At Beachside Wealth Management, we believe that financial planning should be about the achievement of your personal lifestyle goals.
Ask yourself the question: is what I am doing financially right now, going to be able to pay for my wish list?
The wish list could be:
- Your desired living standard
- Overseas travel
- Cars, caravans and boats
- Hobbies and interests
- Children/grandchildren's education
- Anything that costs money
With the right planning, there is no reason why you can't achieve your life's dreams.
Financial services provided
Beachside Wealth Management is a fee based financial planning service. We provide initial and ongoing advice to finance client's personal goals.
For those starting out:
- Budgeting
- Savings
- Debt control
When you're ready to invest:
- Accumulation strategies
- Tax effective strategies
- Appropriate investments for you
- Gearing to invest
When you have something to protect:
- Income protection
- Life and trauma insurances
- Business key person insurances
Preparing for retirement:
- Superannuation
- Pensions
- Centrelink strategies
- Estate planning strategies
- Business succession planning
Beachside provides advice on a full suite of financial products to its clients as required.
Michael Farmer &
Beachside Wealth Management Pty Ltd
Authorised Representatives of
GWM Adviser Services Limited
Australian Financial Services Licensee
Registered Office at 105-153 Miller Street
North Sydney NSW 2060
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124 Jetty Rd, Largs Bay, SA, 5016
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