What does “wealth” mean to you? What does it feel like to be wealthy? Put yourself in the driver's seat.

The first definition that usually springs to mind is probably similar to that stated in the Oxford Dictionary 2017, “An abundance of valuable possessions or money”. We can work hard to collect valuable possessions and money but does that really make us wealthy? Of course it increases our nett worth and fills our bank account but does it give us all that we want?

Evaluate | Create | Appreciate

We at Robin Hood Wealth believe that wealth is better defined as

“A plentiful supply of a particular desirable thing”.

Oxford Dictionary 2017

So wealth will look and feel different for each and every one of us and my “desirable thing” that I wish to have in plentiful supply may not be your cup of tea. For example, having the freedom to pack up and travel at the drop of a hat may be what I truly desire but how can I do this when I am working every day? Your desirable thing may be to have a classic car collection and the ability to choose which masterpiece you take on your Sunday drive… but on a week day! How good would it feel to be able to spend more time with your family, doing what you love?

We believe that wealth is about so much more than just money and is more about having control and choices in your life. If you are in the driver’s seat and have the ability to choose, life is good and you are truly wealthy. We are here to not only help put you in the driver’s seat but to also assist you to work out which road you would like to take because without a plan, a dream is just a wish.

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What was your earliest money memory? Was it working hard and doing all the odd jobs at home so you could buy that toy you really wanted? Was it being told to make sure you save for a rainy day? For those who have grown up with recycling, was it collecting the glass soft drink bottles so you could cash them in for lollies? Our relationship with money and finance was established in childhood and exploring that can be very enlightening and could help you to break through whatever is holding you back financially. 

When did you last think about what you want to do with your future? The future is usually only something we think about at those milestone moments in our life. Like when we complete school and are supposed to know what we want to do with the rest of our life and then again when fear starts to creep in as we get closer to the end of our working life and we think “Am I going to have enough money for the future”. Have you ever thought about what your family’s future would look like without you or your income? Do you have everything in place to safeguard against life’s up and downs? We seem to get so busy living and working that we can sometimes be carried off track so it is good to revisit your ideals for the future, regardless of your age. As long as we have a tomorrow we have a future.

Was it only me that thought Financial Planning was something you did in preparation for retirement? We believe Financial Literacy should be taught in schools and that it is never too early (or too late) to start thinking about and planning your financial future. Financial planning is a life-long project; the earlier you start financial planning, the sooner you can enjoy the benefits. So we are here to empower you and provide education so you can create the lifestyle you will never need a holiday from. It sounds a bit warm and fuzzy doesn’t it? Well, that is the kind of service you will receive with Robin Hood Wealth – but just backed up by dedicated professionals with many years of expertise.

The most successful people in life have a team behind them to help them achieve their goals. Over the years we have discovered that often the only difference between those who have wealth and those that don’t is access to education. You don’t know what you don’t know! Sound strategic planning and financial advice enables a smooth ride throughout the various phases of your life, whether it is buying your first home, paying for your child’s education or relaxing in retirement. We also understand that wealth creation means different things to different people which is why we pride ourselves on being client focused and will work with you to create a strategy that is first and foremost based upon your needs and objectives. Financial planning is not a one-time deal! You should revisit and review your financial plan regularly to make sure you're on the right track towards achieving your goals as and when your circumstances have changed.

There is a common misconception that you need lots of money to warrant “financial planning”. In essence it is just the process of setting, planning, achieving and reviewing your life goals through the proper management of your finances. It involves managing your present and future finances, so planning for the future is definitely everyone’s business regardless of age. No matter what your level of income or savings are, you can always benefit from having a clear plan for your finances. Making and sticking to a financial plan can help you grow your finances and achieve your financial goals, sometimes even sooner than you thought! A holistic financial plan may seem complex but we can help make it simple.

Our team of trusted professionals can:

  • Help establish your life goals and priorities

  • Explore your personal financial position

  • Assist with budgets & financial structures

  • Provide accounting and taxation advice

  • Guide you with investment strategy including property & superannuation

  • Offer peace of mind with risk management and estate planning and so much more

We believe that wealth creation should be an integral part of everyone’s life. It is not only about building your future wealth but could also include discussion around your current credit and tax obligations, everyday spending and budgeting, planning for special occasions, buying your first or next home, establishing an education fund for your children, saving for that much needed holiday, investing for your retirement, as well as implementing protection for you and your family, which at the end of the day is your most valuable asset.

We could even help you to save some of your hard earned dollars by looking at what you already have in place and exploring and evaluating alternatives.

Working with us will change your life. Knowledge is power so let us share our wealth of knowledge with you.

Our first consult is FREE.

Did you know that a lot of strategies that can help you to build future wealth and protect you and your income can be put in place with very little effect on your daily cashflow or NO COST to your back pocket?

Would you like to find out more? What are you waiting for?

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Your driver’s seat awaits!

 

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0428 926 789

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