The Trustee for DRJB Family Trust ABN 37 914 488 689 trading as Baharian Wealth Management is an Authorised Representative Number 1238682 and Credit Representative Number 483843 of FYG Planners Pty Ltd AFSL/ACL No. 224543

Helping you link the decisions you make with your money to your life

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You set the goals.

We design the plan and take care of the details.

At Baharian Wealth Management, we're proud of being a little different. It stems from a core belief that life is about more than money. We believe money is simply a means to an end, it's an enabler - it gives us options, choice and flexibility. We also believe that being truly wealthy is more than just a collection of assets. It's a journey to fulfill something much deeper.

 

By understanding where you came from, where you are today, your goals, ambitions, your passion, and the things that are most important to you in your life - from every day needs, to big aspirations - we can help link the decisions you make with your money to support the life you want to live.

We'll have a different conversation with you and your family. One that will help you on your journey to reach your true potential.

Here's how:

Discovery

It can be difficult making financial decisions when there are competing priorities.

To help you make the right decision, choose the right path, we ask the questions that help you identify the things that really matter to you now and into the future. We ask about your goals and aspirations, the challenges you face and, of course, your priorities.

What is really important to you?

Steve Jobs put it like this: ‘Being the richest man in the cemetery doesn’t matter to me… Going to bed at night saying we’ve done something wonderful, that’s what matters to me.’

 

Would you put it like Steve Jobs?

Analysing your options

Once we’ve identified the goals that are really important to you and your family, you’ll find the discussions and decisions about money become much clearer.

These conversations, along with our preliminary analysis, usually provide answers to the kinds of questions we find clients ask us most frequently:

  • Are my affairs structured in the most effective way?

  • How am I tracking towards my goals?

  • Am I taking on too much risk, or too little risk?

  • How can I make better investment decisions?

  • What are my options?

  • What else should I be thinking about?

 

The answers to these questions provide the bedrock of making sound financial decisions today, but also your security and prosperity tomorrow.

Designing your expert plan

By now, we’ve identified a clear picture of where you are today, what’s important to you and your family, and your goals for the future.

We then craft, as well as action, a plan to help you get from here to there, from A to Z. It’s made absolutely clear what you have to do and how you have to do it. This frees you from financial anxiety, investment phobia, and any dread you might have of the future.

We avoid anything short-lived or short-sighted. We adopt disciplined strategies that make the very best of your financial position, and minimise risk.

Your investment plan takes account of your values, circumstances and goals so that all aspects of your financial life are working together to maximise the probability of achieving the lifestyle you desire.

We never want to leave you

This is just the start of our relationship.

Life is ever-changing. Your financial and personal circumstances, as well as legislative, and economic circumstances never stand still. Which is why your financial adviser should ideally be never-changing.

Regardless of how simple or complicated your affairs may be, having an expert adviser on hand at all times, providing ongoing guidance and direction, always challenging the status quo, and acting as a knowledgeable sounding board, is essential.

That’s why we look for long term relationships, and why most of our clients have been with us for many, many years.

 

READY TO DESIGN YOUR PLAN?

Let us buy you a coffee and see what we can do for you

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