The benefits of a financial planner

Last reviewed July 2022

Know where you’re going. Be in control of your money and your life.


 
“Our goal is to help you achieve yours. We'll help you make the smart, informed decisions that let you reach them.”

Zachary Morde-Jones
AKW Wealth Adviser

 

As financial advisers we can spend a lot of time looking at numbers. We also know that there is more to life than just money. So an important part of our role is to help you create a clear picture of the life you want, protect you from any nasty what-ifs, and help you take care of the people you love. We can determine the best way to manage your finances to help make your goals become a reality.

We do this by using our knowledge, experience and all the relevant strategies and tools available to put you in control of your money and your life, not the other way around. And as your life changes our advisers help you stay on course, adjust your finances accordingly and continue to help you live a better life.

Although we can't predict the future we can help you make smart decisions about it. At AKW, our Wealth Advisers are here to help you reach your financial goals and dreams, so stop by one of our offices and talk with us today.



Julian McLaren

With over three decades of experience working in the Financial Services industry, Julian’s rural background motivates his passion for helping locals in regional NSW make smart decisions about their money and achieve their goals.

https://www.akw.com.au/directors/julian-mclaren
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