As a financial planning practice in fabulous Adelaide Australia, you may be surprised to learn that our goal for our clients goes beyond solely financial success.
Our goal is to be a trusted partner that you can rely on to achieve not only your financial goals but your lifestyle goals as well.
My wonderful clients come from exciting and varied backgrounds. They lead fascinating and busy lives, they ask intelligent questions and are motivated to better their financial future. They are all incredibly joyous to work with and we aspire to help them secure their dream lifestyle.
The meaning of success is a very unique thing that looks different to everyone. This is why we wanted to share a range of client success stories, some of our most memorable of 2022 that we are particularly proud to be a part of – our good news stories.
Case Study #1: Sarah’s Set-and-Forget Investment Portfolio Created
Ethical Financial Adviser: Paul Garner
When Sarah first came to see me she had just graduated and was about to start her new job in her chosen field in a part-time position. She had her retirement savings growing in an industry super fund and had some savings on the side in her bank account.
Sarah was seeking ethical investment advice. She wanted to know how she could ensure her savings were being invested according to her values.
We discussed Sarah’s values and refined how they could be translated into a super and investment solution. This was to ensure her money was going towards industries that are considered to be ethically responsible.
As a result, I was able to develop for Sarah a cost-effective investment solution in and out of her superannuation that aligns with her values.
Sarah was extremely happy with her financial plan and investment portfolio. She now has her money working for her as it grows and provides the returns she deserves for the foreseeable future.
*Names have been changed to protect clients’ privacy.
Case Study #2: Siblings Investing Their Inheritance The Ethical Way
Ethical Financial Adviser: Paul Garner
Siblings, Jarrod and Nina received an early inheritance and didn’t need the money. They wanted to invest a substantial sum of the inheritance but wanted to ensure their investments were aligned with their values.
As an ethical financial adviser, I took the time to understand Jarrad and Nina’s values to ensure I could tailor a financial plan that suited their needs. I developed a cost-effective investment portfolio in and out of their superannuations, aligned with their values.
Jarrad and Nina were extremely happy with what they were able to achieve through Novo Wealth. Their wealth was growing within their 10-year time frame and contributing positively to the world at the same time.
*Names have been changed to protect clients’ privacy.
Case Study #3: Investing John’s Retirement Savings Aligned With His Values
Ethical Financial Adviser: Paul Garner
John came to Novo Wealth with a bulk of his savings inside an industry super fund as well as multiple investments being made outside his super in managed investments, shares and cash. When seeking advice from Paul Garner at Novo Wealth, he shared that it is extremely important to him to ensure his money is being invested responsibly and contributing towards companies that uphold ESG standards.
Paul devised a strategy that involved consolidating all of John’s investable assets into one cost and tax-effective superannuation/ pension product that meets the responsible and ethical investor profile.
John now has an investment portfolio that is going to provide him with an ongoing income stream into his retirement and provides him with peace of mind knowing his money is positively contributing to the world.
After seeking financial advice from Novo Wealth, John’s investment portfolio was simplified, and aligned with his values and risk profile. His revised investment strategy now meets his lifestyle needs without the complexity of multiple investment management.
*Names have been changed to protect clients’ privacy.
Wrapping up a Brilliant 2022 At Novo Wealth!
We feel privileged to have been able to help so many of our wonderful clients create their version of success this year.
It’s been another year of uncertainty with challenges and hurdles to jump, and it has been incredibly rewarding to be able to deliver much-needed financial security in our clients’ lives.
If you’re looking to achieve financial success in 2023, we can help you establish a financial plan which is not only simple, but can provide peace of mind for you, your family, and your financial future.
Contact us today to book your complimentary, initial consultation.
IMPORTANT: This information is general in nature only it does not take into account your individual circumstances. We recommend that you seek professional advice before making any investment decision.
