Elodus Financial

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A Referral Based Business Complimentary First Appointment

procrastinate ~to put off or defer until a later time

As busy people ourselves, the team at Elodus understand how hectic life can be. Often the last thing we think about is our future – retirement, wealth creation, insurances, tax or superannuation. One of our new clients has shared her story with us.

My husband and I hold insurances for our home and cars and we both have life and TPD insurance policies. Having had several jobs over the years I also have a few different superannuation accounts. While we have known for a long time that we need to do a ‘health check’ on all of our policies, it has just always been put in the Scarlet O’Hara basket – the ‘tomorrow, there’s always tomorrow’ one! Putting our two daughters through private high school has been our priority for the last few years, but we are now able to see our way clear and are realising that the time has come to plan for the next stage in our lives.

We’ve always put off seeing a financial planner, partly because we thought it would cost too much, but mostly because of a sense of embarrassment that we are so disorganised! We were referred to Elodus and were so relieved to find out that they do all of the hard work. They have researched and found all of our funds (even a couple that had been forgotten) and have been able to develop a plan that still allows us to enjoy the lifestyle we want, while ensuring that the future of our family is secure.’

If you have been procrastinating, call us today! We’d love to have a chat, and your first appointment is complimentary.

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