Financial Planning
By Maddie Fleming/07 Oct 2021

When freak events and disasters impact our community, we see the best of humanity.

Locally, with the recent fires and extreme weather events, as well as globally with COVID-19 and the Afghanistan crisis, it wasn’t just the locals who came together to help each other out.

Help in a variety of forms came thick and fast from the wider community; both domestic and global. This is where the best of humanity shone through. What started as a ripple, turned into a virtual tidal wave of support.

Professional Advice

You might wonder what this has to do with professional advice. The reason many of us choose advice as a career is the ability to make a difference to someone else’s life. What we know is that advice doesn’t just impact the life of a single person or just their immediate family. There is a ripple effect across communities.

  • Advised clients have better retirement outcomes; able to afford to live a comfortable lifestyle. The ripple effect continues as they continue to support family, tourism and community.
  • Advised clients have strong businesses that are able to grow; directing money back into other businesses, employing more people and supporting their communities. The ripple continues when others are then in a position to do the same.
  • Advised clients have a higher level of financial literacy translating into better money habits. The ripple continues as the knowledge spreads, influencing the money habits of both family and social networks.
  • Advised clients are able to give their time, which provide support to community and those less fortunate. The ripple continues when others are inspired and empowered to do the same.

Here’s what the research tells us

CoreData and CPA have done the research and put some numbers to this phenomenon.

“If every Australian was able to access properly implemented professional advice including accounting, mortgage broking and financial planning, the benefit to the nation’s per capita GDP would be around $24,716 per person, per year.”

That figure is significant.

We want to create a tidal wave and would love to have you along on our journey.

Book a meeting with one of our Financial Planners to discover the impact integrated advice can have for you and your loved ones.

Dulwich Group Financial Services Pty Ltd T/A Johnston Grocke ABN 80 165 839 163, Corporate Authorised Representative (ASIC 1240611) and its advisers are Authorised Representatives of Paragem Pty Ltd ABN 16 108 571 875 Australian Financial Services Licence 297276
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At Johnston Grocke, we’ve been providing Australians with personalised financial, business, property and accounting strategies for over 20 years.

We know that life (and especially money) can get complicated, so you can count on us to bring consistency, certainty and confidence to your finances, so you have more time to enjoy the good stuff in life.

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