Looking to ensure your, your family's or your company's financial future? Want a plan that is specific to your needs, your situation, your lifestyle and your future life goals?
You need to talk to First Class Wealth.
First Class Wealth is an experienced, national
financial services franchise dedicated to working with individuals, families and businesses to enable you to make educated decisions and formulate plans to maximise your finances for today and the future.
With First Class Wealth, you'll never feel alone. Australasia's most innovative and customer-focused financial planning provider, First Class Wealth offers structured wealth management programs based on proven and successful strategies, which are customised, prepared and implemented specifically for you by your very own, qualified Wealth Strategist.
It's a wealth creation formula designed with you, the client, foremost in mind.
First Class Wealth
advisory franchise allows you to be responsible for and manage your own financial decisions based on the sound planning advice of your strategist, while giving you the comfort of, and access to, the shared knowledge and experience of a reputable, trusted national brand.
So if you need help with your finances and wish to put in place a realistic and sensible plan to ensure your, your family's or your business's financial future, you need First Class Wealth.
What Can First Class Wealth Do For You?
More than at any other time in history, an increasing number of people are choosing to seek the advice of a personal financial planner to plan their financial future. First Class Wealth's established processes allow us to develop sensible, individually-tailored strategies to assist you to manage your financial affairs and allow you to fulfill your life goals.
First Class Wealth has exclusive access to proprietary innovative tools and concepts and proven wealth generation and financial management systems only supported by the strength of our national brand. This means your First Class Wealth strategist can provide you with pro-active, results-driven solutions right across the following areas:
- Income Protection
- Debt Reduction Strategies
- Cash Flow Management
- Superannuation and Self-Managed Superannuation
- Retirement Planning
- Investment Advice - shares or property? Or both?
- Gearing Strategies
- Financial Planning for Growth.
About First Class Wealth
First Class Wealth is a dynamic financial planning franchise entity built on a robust wealth creation and customer service formula designed to provide all our clients with realistic, individually-tailored financial planning solutions.
First Class Wealth has an additional customer advantage: it is a Corporate Authorised Representative of Eden Wealth Management Ply Ltd, a privately-owned Australian Financial Services Licence Holder (Lic No. 289621). This allows First Class Wealth to maintain its national commitment to providing quality customer-focussed services and solutions using Eden Wealth Management's reputable and innovative administrative processes and systems to deliver on all client strategy, documentation and reports.
First Class Wealth is owned and managed by the same highly-professional national team who own and operate Australasia's largest, highly successful bookkeeping network. Currently, the First Class Accounts client businesses represents over $1 billion in Australia alone; has over 140 branches; and, enjoys strong market presence and recognition for customer-focused service.
The expanding First Class brands network also includes First Class Tax, its tax management and advice business, and Fifo Capital, its invoice discounting finance business.
Why Choose First Class
First Class Wealth believes in looking after you to ensure your financial future is the best it can be. This is why we contact every client regularly to have a chat, give you an update and reassess your plan to make sure your goals are being met. We know that putting your trust and faith in someone to guide you and provide you with proper advice on your financial affairs is important to you and this is precisely why we offer you honest and realistic, individually-designed financial plans to help you realise your dreams. Got a question? Just ask us and we'll give you the answer in language you can understand.
1. Our Customer-Focused Communication. Easy-to-understand advice and consistent, monthly communication with each of our clients is of utmost importance to First Class Wealth. From your initial consultation with our qualified Wealth Strategist you will enjoy a continuous meeting, reporting and feedback process as, together, we begin working maximising your financial future. Over the course of several meetings, you will receive your own Lifestyle Journal, a Strategy Brief Presentation and a Financial Plan Presentation. Once we begin implementing your approved, personalised Financial Plan, you will receive regular Wealth Creation Advice and constant reviews of your plan and its progress to respond to current market forces. And your dedicated Wealth Strategist is always just a phone call away at any other time.
2. Trusted, industry-trained financial strategists. Every one of our Wealth Strategists is industry-qualified to provide the advice you seek and meet our stringent national standards. First Class Wealth strategists also attend bi-annual regional meetings, monthly industry seminars and have weekly conference calls with First Class Wealth's head office to keep them up to date with any industry or compliance changes. You expect the best - and so do we.
Our Commitment To You
First Class Wealth is completely transparent and has no "surprise" hidden costs.
You pay us on a Fee For Service basis because, unlike many financial planning service companies, we are not driven by commission sales. We believe in giving you value for your money. Your Client Fees are clearly explained in person and are billed direct to you by First Class Wealth. So you'll never have to worry about any additional fees.
"First Class Wealth's proven successful processes, wealth creation plans and systems allow us to focus on you to provide you with sensible, tailor-made, individual financial planning advice and be there for you whenever you need," says First Class Wealth's Managing Director, Nigel Thomson.
"We also believe in the quality and integrity of every one of our Wealth Strategists. Our entire team is accredited to recognised national industry standards and, so that they can provide you with the best solutions, all our staff attends ongoing, regular training programs to ensure they are abreast of current market 'best practices'.
"First Class Wealth also maintains very strict quality, compliance and customer service standards. This allows you to feel comfortable in the knowledge that you are receiving an experienced, professional financial planning service dedicated to achieving realistic results for your specific financial future."
"I have seen numerous advisers before, all of whom turned out to be `managed fund salespeople'. So it has come as a refreshing change to have a personal adviser whose service is miles away from 'commission driven sales' of poorly performing funds..."
"My Wealth Strategist answers any questions I have and is always happy to explain things in a way that is easy for me to understand..."
"Our wealth strategist is able to provide all the necessary aspects of financial planning, including creating a personalised plan to achieve our short and long-term goals; organising our insurance; refinancing our loans; revising our super fund; and, monitoring our monthly cash flow. We feel very secure...."
If you want personalised customer service from a trusted, financial strategist who understands your dreams and is part of a professional, respected national brand, you need to talk to First Class Wealth as soon as possible.
Just ask yourself: "How much do I need? What are my goals? How do I get started?" Then call First Class Wealth today and find out how you can be enjoying the benefits of having your own, individually-tailored First Class Wealth financial plan tomorrow.
1-Aug-2008