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How can a financial adviser actually help me? What does a financial adviser actually do? We get asked these types of questions all the time from prospective clients, friends and even some family who don’t really know what we do. I could give you some corny line about “realising your vision of financial success” or

Why do you need information from me before the appointment? We know how valuable both yours and our time is so we get you to complete a little bit of pre-work. This is so we can maximise the benefit for your financial advice appointment. By knowing just some basic info about yourself and your family.

Investing and retirement advice doesn’t have to be complex. The key is to work out how much you will need. Then most importantly develop a plan to get there. The level of savings you have will determine the quality of your retirement. Aligning investments with your retirement objectives and goals is a smart approach. A

Farmers often ask us if they should put money into farm management deposits “FMDs” or into superannuation. The short answer is, it depends on what you are trying to achieve… But there are a few strategies now that will improve what farmers can do in the future. The FMD scheme is a way primary producers

Achieving Financial Freedom by not letting your expenses grow as your income grows! Time and time again we see new financial planning clients who are Doctors, Dentists, Tradespeople, Business owners, Professional Athletes and even Accountants who have great incomes but still aren’t really getting anywhere financially. These people are generally stuck in what we call

We at Chandler Private Wealth are an Agri specialist financial advice practice. We help our farming clients across country South Australia and NSW via our offices in Adelaide or Broken Hill. If you want more information or would like a second opinion on your financial options please feel free to call on (08) 7160 1191

We use the wealth software in the video above to help our financial planning clients in Adelaide and Broken Hill to monitor and track their assets, financial goals, budget and cashflow. More great benefits below. Online portal with all of your assets and liabilities in one place with automatic feeds from bank accounts, shares, super –

Are you a farmer looking for a better way to financially manage your enterprise? Let us introduce you to Figured. A software program in the cloud that provides you with the tools to do just this. Figured’s production planning and farm budgeting tools work seamlessly with Xero enabling you to plan for farm acquisitions, debt

You may have read the general strategies banks provide about how to pay down your home loan quicker. For example, setting up a budget so you can work out how to make extra repayments off your loan, or making repayments fortnightly instead of monthly.

I often chat to clients who are about to start a business or have just started one. Generally, when you start a new business, insurance is the last thing on your mind. It is however, vital that you get the right cover in place from day one. Here are some of the common types of


Contact

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Contact us to make an appointment with one of our senior financial advisers.

P| 08 7160 1191  F| 08 7160 1192   [email protected]

Find us at 685 South Road, Black Forest SA 5035



Or by appointment at 24 Bromide St Broken Hill 2880

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Disclosure: Chandler Private Wealth Pty Ltd ABN 26 605 397 144 is a corporate Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138.

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This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

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