About Sphere Financial Services
Sphere Financial Services is an experienced advisory firm located in Balwyn North, Melbourne. We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.
Whilst financial management can seem complicated, our role is to ensure you understand how your decisions, ultimately affect achieving your vision of financial freedom. By having access to specialist expertise at your fingertips, we ensure, you are not leaving your financial well-being to just anyone.
We work with a range of clients including retirees, business owners, families, and individuals and offer in-depth knowledge and advice in self-managed superannuation funds, wealth creation including asset allocation, investment selection and investment gearing, retirement planning and risk insurance.
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Economic Update: Looking ahead to 2022
If you can imagine the economy as a road, 2020 saw a major earthquake emerge with the Coronavirus pandemic, and the lockdown restrictions that followed to halt its spread, and the Government and RBA support helping to divert traffic around this major obstacle. 2021 will be a year of bouncing back and looking forward to the economic recovery, with rebuilding and a gradual resumption of normal activity. However, the world in many ways has now changed.
Retirees’ Fears and Expectations
For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. However, there are a range of financial, emotional and psychological fears that are often linked to retirement – and for good reason.
How do you know when the advice is right?
Seeking financial advice can turn your life around and put you on a path to a happier and more secure financial future. But where do you start? Who do you trust? How do you know you are going to get value for money?