Financial attitudes, values and goals

Financial planning that reflects your values

When we develop a financial plan for you, our focus is not just on helping you reach your desired financial outcomes, but also on ensuring that the journey is enjoyable. To do this, it’s important that your financial plan recognises what’s important to you, and what you value.

As individuals, our financial values are predominantly influenced by our upbringing and reflect our beliefs about what is right, desirable, worthy or important. As not everyone rates things equally, we work with you to help discover and understand your own particular financial attitudes, values and goals. For example, you may wish to achieve a better work-life balance; build greater wealth to achieve a certain project; or simply want to retire early.

When the goals of your financial plan reflect your attitudes and values, it’s easier to implement the plan and then successfully achieve your objectives.

Let us develop a financial plan that reflects your values

To develop an effective financial plan based on your financial attitudes, values and goals, talk to a Markiewicz & Co. adviser.

Simply call us on 1300 276 112 or send an us email.