At Bloom Financial Advice, we limit our number of clients to ensure we maintain our personalised approach with existing clients.
We have a diverse range of clientele including CEOs, Managing Directors, Senior Executives, Lawyers, Retirees, Private Business Owners, Entrepreneurs, Health Professionals and Expats.
CEO / MD / Senior Executives / Lawyers
Common themes important to these clients
- Time poor to analyse other opportunities and risks, sometimes having neglected their financial situation
- Independent Advisor (not someone just trying to sell a product) who can act as a sounding board on a range of financial strategies and investments and can refer to other trusted specialists for particular personal needs.
- Have not actively spent time reviewing their superannuation investment strategy however ideally would like their superfund to have the ability to invest into direct Australian Equities.
Retirees
Common themes important to these clients
- Being able to live their daily life and not have to worry and be stressed about their retirement assets (peace of mind)
- Ongoing communication and easy access to their Advisor to answer any questions
- Transparent fees
Private Business Owner and Entrepreneurs
Common themes important to these clients
- Wanting to build a long term relationship with an Advisor however past experience has resulted in them thinking they are better to go it alone
- Sick of people trying to sell them a product
- Like to take on investment risk however sometimes have misjudged when to aggressively invest.
Health Professionals
Common themes important to these clients
- Would like to understand and learn more about financial options however the financial world is foreign to them
- Constantly hear about different investment ideas and strategies and want an Advisor who they trust to explain in greater detail without jargon
- Once they have a plan they will stick to it.
Expats
Common themes important to these clients
- Current developments and trends back in Australia and changes in financial legislation affecting themselves
- How best to structure and invest asset for their future
- Where to invest for the long term.