Financial Planning is about more than just choosing the right investments, ‘dealing’ with Superannuation and/or taking out the right insurance policy.
It's about knowing where you are right now, knowing where you want to be and then plotting a course to get from point A to point B.
Good quality advice can be the difference between feeling like you are flying blindly through a financial hailstorm and feeling sheltered, as your trusted adviser guides you through your financial life.
It’s about protecting your family, making informed decisions, thinking through and deciding on a direction for your financial future and of course being able to maximise any opportunities along the way.
We all know that life continues to change. Here at Drakkar Group, we are here to help you manage that change and provide you with the right kind of advice that will help you get closer to living the life you deserve, while being able to achieve peace of mind.
The ‘Drakkar’ Longboat or Nordic Dragon Headed Longship has become one of the most distinct and recognisable naval vessels throughout history.
It was a vehicle that was not only highly capable in deep ocean water, but due to its shallow draft it could also navigate in waters only one meter deep (one of the reasons why the Vikings could raid so far inland). It was unparalleled in its versatility.
When being used for Military or Exploration purposes, the Drakkar Longships would hang shields along the walls, which would in turn would provide protection to both the vessel itself while on water and then the men and women while on land.
That’s great and all, but what does any of this have to do with Financial Planning?
It’s all about having a vehicle that can facilitate a long journey, while providing flexibility and protection along the way.
For example, sailors of these amazing and powerful naval vessels would need to know where they wanted to go (a goal or objective), take stock of supplies and resources (establish a current situation) and then begin plot a course (create the plan).
Once this was done, they would need to stress test the plan and make sure it was flexible enough to cater for potential mishaps along the way (contingency planning and risk assessment). The journey would be given an expedition timeline so people knew when to expect them back (success or progress monitoring).
When all was said and done, the only thing left was to wait for the right tailwind to give them the push start they needed to succeed.
Let Drakkar Group provide you with the right tailwind to get your plan started!
Drakkar Group is a boutique financial planning firm which is Privately Owned (i.e. not owned by any Bank or Insurance Company).
All of our Advisers and Staff Members are salaried, which removes any specific sales incentive from the process.
All of this was done consciously, so that you can rest assured that the advice you receive will be given in your best interest at all times.
Mark Maddern and Drakkar Group Pty Ltd are Authorised Representatives of Synchron Australian Financial Services Licensee No. 243313 for the purposes of Financial Planning Advice only.