Financial Planning
Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Superannuation;
- Retirement;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
Andrew Brian Potts
Director and Financial Planner
Andrew studied at Victoria University obtaining a Bachelor of Business (Banking & Finance/International Trade). He also studied at Investment Banking Institute obtaining a Diploma of Financial Planning, as well as a Graduate Diploma of Financial Planning from Kaplan.
Andrew has been a financial adviser since 2014 when he began as an Authorised Representative of National Sterling Group. He has been the director of Potts Financial Services Pty Ltd since December 2014. Both Potts Financial Services and Andrew have been Authorised Representatives of Shartru Wealth Management since June 2018.
Andrew is an Authorised Representative of Shartru Wealth Management Pty Ltd. He specialises in Superannuation, Risk Insurance and Investment Strategies. He is based in Melbourne and available for appointments over the phone or in person.
Andrew Brian Potts is an authorised representative (468035) of Shartru Wealth Management Pty Ltd (AFSL 422409).
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Financial Potential in Your 40s: Preparing for a Comfortable Retirement
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The Journey of Financial Planning: A Life-cycle Approach
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