The Master Chef Philosophy
Creating wealth is much like creating an incredible dish in that it needs three things to succeed – recipe, ingredients and method… and with the help of a master ‘chef’ to guide you, you’re more likely to achieve something spectacular.
When it comes to your finances and wealth, your ‘recipe’ should be developed to suit your particular ‘taste’ – complementing your circumstances and goals.
The financial ‘ingredients’ used to build your wealth are the types of investments, insurances and tactics used to build wealth.
The ‘method’ is the protocols, investment philosophies and ways in which it is all put together, managed, reviewed and adjusted to see the goal/s reached.
Just like in cooking, the end result is largely affected by what goes into it. Without quality ingredients or a clear recipe it’s unlikely a great dish will be created, sure something edible might result, but nothing to be proud of and nothing you’ll want to eat every day for the rest of your life. Without the right plan and elements, accumulating wealth can be a hard struggle.
Also, similar to cooking, different results will be delivered by a master chef compared to a dish hand. When it comes to finances, who you partner with can make a difference to your overall wealth.
At AFA, we strive to empower our clients with the knowledge and understanding of the principles of Wealth Creation. We realise that everybody is different when it comes to financial issues that may be confronting them and each have their own needs and goals.
AFA has developed a personally tailored approach to guide you through every step in creating and actioning your personal recipe for securing your personal lifestyle and financial goals.
At AFA, we use tried and true methods of wealth creation, following these core principles:
- Understanding where you are now and what you want to achieve in life, both personally and financially
- Knowing when you would like to retire and how much you would like to retire on
- Developing your strategy (your specific recipe and ingredients) and then regularly reviewing your strategy
- Helping you achieve and maintain a balanced lifestyle
- Allowing time and the principles of wealth creation to take care of the rest
At AFA we love food and we know money. We’d love to talk to you about how you can enjoy life to your taste, now and into the future.
Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.
Empowering you, the AFA way
At AFA, we’re committed to helping everyday Australians achieve their financial objectives – an ethos that has earned us the trust of thousands of clients.