**RICHMOND OFFICE NOW OPEN** – Orange Grove Mall, Shop 17/296 Windsor Street, RICHMOND NSW 02 4578-8256

Suite 415 / 33 Lexington Drive

Bella Vista. NSW 2153

t: 02 8824 4000

f: 02 8814 6003

Financial Strategy

All the services that Richmond Residential offers, from mortgage broking through to sourcing investment properties, are guided by, and secondary to a tailored financial strategy. You are provided with a unique plan which caters for your specific financial goals. Mortgages and investment properties are tools that can help you achieve these goals.

Where you are now and where you’d like to go

Your first meeting with one of our team will be a relaxed and honest conversation about your current financial position. From here we will then help you formulate goals for your future, based on what is realistic for you and your lifestyle. You will notice early on that you have hidden potential! Your eyes will be open to ideas and strategies you might never have considered possible.

You’re in charge with a professional as your guide

The financial strategy that we generate will have your consent every step of the way. You will be comfortable with everything in the plan and it will be presented to you in a format that is easy to follow and understand.

Based on your plan, you will make future investment decisions with confidence.

If you need an additional mortgage to fund an investment property, Angela is a licensed mortgage broker with several license mortgage representatives, and will help you choose the right loan. You will also be able to utilise the extensive real estate knowledge and accreditation.

Ongoing review

Your financial strategy is not a set and forget project – it is an ongoing activity. You will have regular ‘check ins’ to ensure everything is going smoothly; we can answer any questions you might have, and review things that are no longer relevant. Life is never static, and your financial situation is an aspect that changes like other things do, so we think it’s healthy to always look at the big picture. As you move towards retirement, you will also benefit from our team’s knowledge and experience in retirement planning.

Start with a phone call

We at Richmond Residential love seeing you achieve your full financial potential. To start a conversation with the team about your financial goals and how you can make them a reality, call Richmond Residential on (02) 8824 4000 or email info@richmondresidential.com.au.