Page 26 - LL_SPRING_16

Inspire SeriesLIFEStyledo you want to clean upyour financial mess?obtaining financial services.We are with you each step of theBY MARK LEWIN, CFP®way. We pride ourselves on our attention to detail and we wantWITH YOU EHi Mums! Spring is comingM b o e s s t t o p f r a y c o t u i c we wo u h l e d n h i t a v c o e ma n e s s w t o e r e d– don’t just spring clean your home – clean up your‘No’ to at least one of theseour skill in financial planning, butwith your Finquestions and many of you will also in the high level of genuinefinancial mess too!probably think your partner care we give each customer.Many of you mums out there areknows these answers, you should not be surprised if their answer isBY MARK LEWIN, CFP® FINANCShe does not have thejuggling multiple jobs – managing‘No’ too.your household, children and/ortime to be transferredhusband, and working part-timeWhat should you do? Have athrough multipleNo matter how adept,serious discussion with youror full-time for the extra income,operators beforeindependent and confident wepartner and ask – do either ofmaintaining your career or just toreaching someone whoare there are nevertheless thoseyou want to clean up yourkeep your sanity!can help with her query.situations and niche areas wherefinancial mess?Your hours during the week areYour answer should be ‘Yes’! ThenIf you also feel likeask, do you want to or do youSerena, overwhelmed orhave the time to do it yourselves?underappreciated; if you value If your answer is ‘No’! Thenexcellent customer service seek the help of a qualifiedFminantcchiaeldAbdyvaiscecr.edited industryknowledge and experience, then Don’t wait for your partner too g r g i v a e n Mi s e a r a k s m o n e e F t i i n n a g n , c b i a e l a P l s a u n p n e i n r - g maucmalla. Wnde swhiollwgutihdemyotuhaetaychouw s a t e n p t t o o f ut h n e d we r a s y t a a n n d d a g n i v d e g y e o t u t h eyour financial affairs sorted too peace of mind you deserve.we sometimes have to rely ontypically filled with householdthe skills and expertise of otherschores, packing lunches, schoolactitvoithieslp, amftaekrescohuorolilvexstjruas-t thatcurlriitctulelabritaecatisviietri.eTsh, we otrrokuinbglefloiers inyoukrnotwheinrgbwoshso-tohreenlymoanyabned, jwushtomatyobteruasfte. w small hours left toyourself to read a book, go to the Serena used to dread callinggym or catch-up with friends. the big institutions for help. AsSo when or where do you havea mother of three, she does nottime to look at your finances? have the time to be on holdThere is never a right time, but it for ten minutes. She does notby making that initial contactis extremely important to simply have the time to be transferredOur first meeting is free of chargemake time.through multiple operatorsyourself. Getting professional– why not come and take yourBecause just as you like to keep before reaching someone whoadvice and help to manage yourfirst step? We’re here to help.your household clean andcan help with her query. Shefamily’s financial goals, ensuresIt’s easy, just go to marksonfp.organised, wouldn’t it be nice to does not have the time to spendthat you can focus on what’scom.au & we will reply to youralso know that your financial mess another ten minutes answeringreally important to you – your s p m e e c s i s a a l ‘ g m e e i m’ t i m m e e d . i a t e l y .is also sorted.60 LIVING LOCAL MAGAZINE WINTER 26 LIVING LOCAL SPRING 2016www.livinglocalguide.com.au www.livinglocalguide.com.aucan always feel the support of the team working for you. It’s what we do.Even the most simple gestures, such as sticking "Sign Here" tabs on your documents to help guide you through applications, are not overlooked at Markson Financial Planning. Every day we do what we can to not only be a leader inAsk yourself a few questions: ACH STEPancial Planning• Are your assets protectedfrom creditors and predators? • Is your Estate Planning inIAL oPrLdAeNr?NDEoRes your Will ensure that your assets are protected for your children and futureqgureasntidocnhsijludsrtento?identify herself. • HWavheeynowuaesvethrefelatslitkteimtheaty?ouSlhoeohkaed baet eynouthr rsouupgehr theannuation savings? Do wringer enough times to realiseyou know your balance, the that she had to find a betterfees and the performance? alternative and that is why she• Do you really know how long made the switch to Marksonit will take to pay down your Financial Planning. It washome mortgage?comforting for her to know that• Do you know if you have whenever she called a familiarenough risk insurancevoice would be there to answer.to cover your debts, children’s She knows that, within thefuture education needs and Markson family, our clients nevershould you or your spouse At the end of the day, having suffer unexpected injuries,example, by recognising your • Are you on track toname – provides you with that investments for yourcustomer should seek when2014“Dream, Inspire, Grow”your ongoing living expenses get neglected.a team that knows you – for sickness or death?voice and remembering your accumulating enoughextra level of security that every retirement or early retirement?you to know that this means you