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Wealth Simplicity I Rob Gilmour

Wealth Simplicity I Rob Gilmour

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Your Life

it's your life. and your money.

it's your life. and your money.

Everyone has their own relationship with money - this stems from the many different influences and experiences we have throughout our life.

Everyone has their own relationship with money - this stems from the many different influences and experiences we have throughout our life.

Did money come easy or has it been hard work? Do you fear it may run out or like many other successful people, you want to grow and consolidate your wealth as part of a legacy for your family?

In my experience, it's your relationship with money – a result of your past history and current stage of life – that most affects your financial future.

Where are you now? Are you in the peak of your career, building a business, adapting to work on your own terms, or savouring retirement? Only by truly understanding what’s important to you, can I create a financial strategy that supports your aspirations, allows you to concentrate on your centre of excellence and give you complete confidence that everything’s under control.

You see, there’s no magic formula, no off-the-shelf, one-size-fits-all solution. Success simply comes from getting to know you and taking things at the pace that is right for you now – and for the future ahead.

Did money come easy or has it been hard work? Do you fear it may run out or like many other successful people, you want to grow and consolidate your wealth as part of a legacy for your family?

In my experience, it's your relationship with money – a result of your past history and current stage of life – that most affects your financial future.

Where are you now? Are you in the peak of your career, building a business, adapting to work on your own terms, or savouring retirement? Only by truly understanding what’s important to you, can I create a financial strategy that supports your aspirations, allows you to concentrate on your centre of excellence and give you complete confidence that everything’s under control.

You see, there’s no magic formula, no off-the-shelf, one-size-fits-all solution. Success simply comes from getting to know you and taking things at the pace that is right for you now – and for the future ahead.

what underpins a successful financial strategy?

partnership

Success comes from working together and prioritising your competing opportunities

big picture

Long-term success means not just seeing, but also living, the big picture

congruence

A plan that's absolutely aligned with your goals gives you control and confidence

security

Enjoy peace of mind knowing contingencies are in place in case things go wrong

Let's talk

Wealth Simplicity Pty Ltd as trustee for the MORE Wealth Trust (ABN 28 939 572 082) and

Rob Gilmour are Authorised Representatives of Wealth Simplicity Group Pty Ltd Australian Financial Services Licence (AFSL) 513615.


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