Some people believe you need a lot of money or assets before speaking to a financial adviser. This is nothing more than a myth. At Talem Wealth, we are focused on your financial security and financial well-being so that you can enjoy financial freedom and independence. It is never too early to speak to a financial adviser. The sooner you seek assistance, the sooner your journey to financial freedom will begin.
With increasing housing, education and everyday living expenses, financially savvy people are seeking our assistance earlier than ever before. No matter what stage of life you’re at, we can help by providing choices and options designed to make your future more financially secure. If you are planning to start a family, buy your first home or want to retire (early or soon), Talem Wealth uses expertise and experience to make the big decisions easier and provide certainty and confidence, whatever your future plans may be.
Talem Wealth provides honest practical advice, with a high-level of care, so clients become more financially aware and astute. We will take the time to understand your personal situation, immediate needs and plans for the future. We understand the importance of providing financial security for your family and our financial plans are tailored accordingly – giving you the assurance of financial stability, protection for your family and flexibility as plans change along the journey.
It can be confusing and overwhelming to make a start on the road to financial freedom. There is a lot of conflicting information and stories out there. But, all it takes is a conversation. Start off by speaking with us, we will listen and provide advice on how our services can best benefit you and how we can work together to secure your financial freedom. Get in touch today.
While your accountant will focus on your taxation, reporting and auditing requirements, Talem Wealth has a much more all-inclusive approach – concentrating on all aspects of financial management and wealth creation. Talem Wealth works with individuals to cover areas such as cash flow management, debt and investments, insurance and protection, and superannuation. We can work with your accountant or also look after your accounts – the choice is yours.
There are no up-front costs to speak to us, we will meet with you to learn about your circumstances and plans. One of our advisers will conduct an in-depth analysis of your financial goals, attitude to risk and current financial position – including your income, assets, investments and liabilities. Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and any charges. We’ll also take the time to answer all your questions to ensure that you have a complete understanding of how we work, the expected results and any future costs involved.
Everyone’s situation is different as are their goals and plans for the future. At Talem Wealth, we will take the time to understand what you want out of life, both today and tomorrow. Our financial plans are tailored to your needs and aspirations, we provide options and different pathways for you to follow. While prudence and sense today will help contribute to prosperity down the path, we factor in all of your immediate requirements and are here to guide you and help you achieve the best possible outcomes so that you can continue to make lifestyle choices throughout your life.
Yes, Talem Wealth works with clients all over Australia. A large proportion of our clients are based in New South Wales, Queensland, Australian Capital Territory and Victoria however, our network of advisers also service clients in all the other States.
All Talem Wealth advisers are fully-committed to our company values and we have a long history of client satisfaction and delivering results. As a boutique organisation, we offer personal advice and are always available to take your call, meet in person or respond to your queries. Read what our clients have to say.
The Talem Wealth brand is the trading name for Harvard Financial Management. While Talem Wealth was officially launched in 2017, we have a long history of helping clients and delivering results under our previous name of WB Financial.
For more information, simply click here and send us enquiry. Alternatively, feel free to give us a call. Contact us to start your journey to financial freedom.
Talem Wealth is the trading name for the corporate entity Harvard Financial Management P/L (ABN 89 074 122 428), who is an authorised representative of
Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138.