Wealth creation – what works for financial planning clients

Wealth creation – what works for financial planning clients Want to know how to set yourself up for a better financial future? Get tips from 6 top financial planners on behaviours that lead to success in wealth creation. 1. Set goals and make a plan – Michelle Tate-Lovery CFP®, Principal Adviser and Director, Unified Financial Services Knowing what your goals are and how you’re going to get there is a very important first step on the …

Women and wealth creation: Closing the gap through financial planning

Women and wealth creation: Closing the gap through financial planning With the gender pay gap still prevalent today, women often face an uphill battle to stay ahead of the game financially. The financial disparity is further compounded when women take time out from full-time work to care for family, sacrificing superannuation and wages along the way. While we each do our part for the gender imbalance to improve, investing in a financial plan is an …