Our investment advice: 5 steps to financial freedom
Step 1: Set up your initial consultation
Book an obligation free initial consultation with one of our Brisbane based investment advisers. We will discuss your current financial status and financial goals, as well as suitable strategies and products that will suit your needs.
Step 2: Implement financial strategies
We will suggest a range of financial strategies that you can implement to meet your financial goals and increase your financial freedom. These strategies may include: debt reduction, tax minimisation and residual income.
Step 3: Aim for affordability
We will set reasonable and timely financial goals that are suited to your budget and lifestyle. Our investment advisers will encourage you to live within your budget as you build your wealth and will never stretch you beyond your means.
Step 4: Build your investment portfolio
At Client First Group, we believe in proven property investment plans that can build wealth through compound growth and passive income. We will also give you advice for purchasing properties that are sound and stable investments.
Step 5: Make time work for you
As your financial journey evolves we will revisit your financial strategies to ensure they stay relevant and profitable. Our investment advisers will encourage you to commit to your investments for as long as possible to guarantee you the best returns.