The Importance of Family

It’s a time of the year when our thoughts more than ever extend to family……..most of those thoughts are pleasant, but sometimes unfortunately they are not.

If you attended our recent seminar you would have heard Robert and Warrick share some client scenarios and quite a few of those involved issues surrounding family members. While not a pleasant fact, it is indeed quite common that your best laid plans can be derailed by things happening to those who are nearest and dearest to you.

While finances and family situations can be a tricky subject and care needs to be taken when broached, sometimes it’s a case of putting yourself out there and suffering a little discomfort now to save a whole lot of trouble down the track.

Whether it’s a quiet word to ask how everything is going, or noticing that relationships appear to be strained, maybe because finances are tight………..if you think we can help those around you please feel comfortable suggesting they give us a call.

Rest assured their (and indeed your) personal details won’t be discussed with other members of the family and confidentiality is assured.

Wishing you all the best for the festive season and we hope it’s filled with positive memories.

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COMPASS financial management (A.B.N. 43 235 905 061) is an authorised representative of Charter Financial Planning Ltd, Australian Financial Services Licensee


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