Footprints Wealth Management
Financial planning isn’t just about making more money. It’s about creating opportunities to live a better life.
Welcome to Footprints Wealth Management
Footprints Wealth Management is a boutique financial advisory firm that specialises in providing personalised financial planning services on a fee for service basis. We work closely in conjunction with your other professional advisers to ensure that appropriate and coordinated strategies are developed, implemented and reviewed as circumstances require.
At Footprints, we see our role as being your trusted partner as you progress through life’s journey, so you can feel confident about achieving your goals and desired lifestyle. Our aim is to be with you every step of the way.
Please browse through our website to gain a better understanding of our practice. If you would like to meet with us to explore our services further, your first appointment is cost and obligation free. We look forward to welcoming you to the Footprints client family.
Footprints Wealth Management is a WA family owned and operated financial planning practice. We were established to deliver comprehensive and individualised financial planning services to a selective number of clients. Our tailored comprehensive advice is designed to maximise your potential to achieve your life objectives.
Andrew Dobson is the Director of Footprints Wealth Management. With a Bachelor of Commerce, majoring in Accounting & Financial Planning, and a Bachelor of Arts degree, Andrew is a member of the Financial Planning Association and is a Certified Financial Planner™.
At Footprints Wealth Management, we provide you with structure and direction for your financial future. Our advice is specifically tailored to your personal circumstances to ensure we set realistic goals and objectives that are both measureable and achievable. As a result you will be empowered with strong motivation in the short term and greater focus over the long term.
There are many ways to build wealth and for many people it can be hard to judge the most appropriate way to go about it. Most people usually just want to ensure that they make good use of their available resources to take advantage of opportunities and avoid costly mistakes.
While careful planning enables you to grow your wealth, it is also extremely important to protect what you have worked hard to accumulate. Unforeseen events can strike at any time and it makes sense to have a strategy in place to deal with these risks so that you are protected from the consequences.
A major area of concern for many people is will they have enough money to enjoy the retirement they desire? Throughout our working lives we look forward to a well- deserved comfortable retirement, but we may also be unsure of our ability to be financially capable of achieving it.
The idea of retirement can be a confronting and emotional experience. We have found that while some people relish the thought, others dread what they perceive to be a loss of the purpose or identity they derive from their working life.
Whatever the entity or structure you use to hold your assets, you need to have a properly constructed investment strategy and a disciplined approach to investing.
Estate planning is all about ensuring that your wishes are adequately documented and can be legally acted on when you pass away. A properly structured estate plan will also safeguard your assets and let you determine who will make decisions on your behalf should you be unable to do so in the future.
Every client has a unique background and set of circumstances. We tailor our services on a case by case by basis to provide solutions that suit your individual needs.
- Initial Consultation
- Strategy Meeting
- Plan Presentation
- Plan Implementation
- Post Implementation Review