Where can I find trusted financial planning services near Carnegie?

Carnegie is just 12 kms from the Melbourne CBD, rich in history and character. Being one of Melbourne’s gems of the South East it has attracted people from all walks of life to the area and they all have one thing in common: they need trusted financial planning services near Carnegie.

This is where the partners at Ruth Watson and Associates can help.

Why Ross Johnston is trusted for financial planning services near Carnegie

You need to be highly qualified and know the ins and outs of financial planning thoroughly if you want any chance of success. Too many have trusted inexperienced people with often wild ideas, and lost their savings.

The only way to grow your money is with someone who has a proven track record. This is what gives you peace of mind. This is exactly what Ross Johnston offers.

Ross is the former head of Australian Unity Financial Planning with an enviable track record of success. With his knowledge and expertise, you can have a solid, strategic financial plan.

There are many different goals, including:

  • wishing to accumulate wealth
  • having a lump sum to invest
  • wanting to retire soon
  • finance in retirement
  • selling your business
  • wanting to reduce your tax liability
  • facing redundancy

No matter where you are on your journey, Ross Johnston can help. He will tailor his service to your needs and aspirations.

Strategic advice starts here

Whether you need help with budgeting, investing money, planning for retirement or something else to do with finance, Ross and his team can help create a strategic financial plan for you.

There are 3 key steps to doing this:

  • assessing your current financial position
  • converting your goals into meaningful objectives
  • developing management strategies for each objective

The team will get to know you and work with you to set your financial goals.

It’s only with a good plan that you can progress financially. Without one, you may end up just going around in circles or even falling behind, which is the last thing you want or need.

Financial planning services near Carnegie

First step is to take action

The present is the best time to begin your financial planning. The longer you put it off, the less you’ll be able to achieve. Your retirement years can creep up on you quickly and if you’ve neglected financial planning, you not only risk a full lifestyle in the now, but risk forfeiting a secure and financially free retirement.

It can’t be said enough how important it is to engage the best financial planning services near Carnegie as soon as possible.

Ross Johnston and his team specialise in:

  • Retirement planning: building tax-effective, reliable retirement income, structuring your finances to set up a secure future.
  • All superannuation: determining if you’re getting the best out of your super fund. From fund managers to asset allocations, finding the most tax-effective superannuation strategies to help maximise your fund’s potential.
  • Managed investment schemes including IDPS: investment strategies and asset allocations to help you improve cash flow and invest in your future.
  • Buying/selling
  • Securities
  • Estate planning
  • Wealth planning
  • Personal risk insurance products
  • Deposit and Payment Products: Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds

Don’t put it off. Whatever aspect of financial planning you need, contact the partners at Ruth Watson and Associates today.

 A bit about Ross Johnston:

Ross is a partner at Ruth Watson and Associates, member of FINSIA and the Association of Financial Advisers (AFA).

 Qualifications:

  • Master of Financial Services Law from Macquarie University
  • Graduate Diploma in Financial Planning from Securities Institute of Australia
  • Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia
  • Certificate in Financial Markets from Securities Institute of Australia

 With Ross Johnston’s expertise, you’re in trusted and capable hands. Reach out today.