1.0 Introduction
“If you wouldn’t fix your own plumbing, or let your Dad cut your hair, don’t do it yourself when it comes to managing your wealth and making financial decisions” (trachyte.com.au, 2017). This is a snapshot of Trachyte Wealth’s owner Josh Eisemann’s approach to financial planning. Operating as a financial planner since 1996 and trading as Trachyte Wealth since 2015. They promise to provide formal financial advice across the following areas including: investments, insurance, superannuation, self-managed super funds, retirement planning, small business advice and estate planning. Josh and his wife Karen are both passionate about helping people maximise their ability to achieve stheir goals.
Josh Eisemann has been providing guidance …show more content…
They seek to provide tailored, professional, financial advice to their many clients in the Mackay region. Josh’s business is located at 33 Peel Street Mackay, where he is easily accessible and available to all (See Appendix 1). Financial services are the economic facilities that are provided by the finance industry. Which embrace a broad range of businesses that manage money, such as Trachyte Wealth. They ensure their clients financial goals are met by providing advice in regards to how their investments are made and what entities they are made in. They also provide insurance advice which protects clients and their loved ones in case of death, injury or …show more content…
Trachyte Wealth mainly advertise with accounting firms as this is where they get most of their referrals from. “At this stage we use newsletters, clients updates and annual reviews to ensure we have regular touch points with the client” (Eisemann, 2017). As a rule, the business isn’t entitled to do any advertising. Although they don’t wish to spend huge amounts of money on television advertisements anyways, as they may not provide the outcome they are looking for. Although they do sponsorship in areas that are important to them, which can help create some form of advertisement. Trachyte Wealth is a medium sized financial planning firm, that doesn’t necessarily need or want advertising done anytime soon, due to the fact that they don’t want to expand their business too quickly, so they can still offer personalised
“If you wouldn’t fix your own plumbing, or let your Dad cut your hair, don’t do it yourself when it comes to managing your wealth and making financial decisions” (trachyte.com.au, 2017). This is a snapshot of Trachyte Wealth’s owner Josh Eisemann’s approach to financial planning. Operating as a financial planner since 1996 and trading as Trachyte Wealth since 2015. They promise to provide formal financial advice across the following areas including: investments, insurance, superannuation, self-managed super funds, retirement planning, small business advice and estate planning. Josh and his wife Karen are both passionate about helping people maximise their ability to achieve stheir goals.
Josh Eisemann has been providing guidance …show more content…
They seek to provide tailored, professional, financial advice to their many clients in the Mackay region. Josh’s business is located at 33 Peel Street Mackay, where he is easily accessible and available to all (See Appendix 1). Financial services are the economic facilities that are provided by the finance industry. Which embrace a broad range of businesses that manage money, such as Trachyte Wealth. They ensure their clients financial goals are met by providing advice in regards to how their investments are made and what entities they are made in. They also provide insurance advice which protects clients and their loved ones in case of death, injury or …show more content…
Trachyte Wealth mainly advertise with accounting firms as this is where they get most of their referrals from. “At this stage we use newsletters, clients updates and annual reviews to ensure we have regular touch points with the client” (Eisemann, 2017). As a rule, the business isn’t entitled to do any advertising. Although they don’t wish to spend huge amounts of money on television advertisements anyways, as they may not provide the outcome they are looking for. Although they do sponsorship in areas that are important to them, which can help create some form of advertisement. Trachyte Wealth is a medium sized financial planning firm, that doesn’t necessarily need or want advertising done anytime soon, due to the fact that they don’t want to expand their business too quickly, so they can still offer personalised