High-profile Financial Planner Empowers Clients Through A Unique Combination Of Mental Wealth And Me

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8th April 2009, 01:00pm - Views: 1982





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MEDIA RELEASE

For media information contact:


Shashi Kanagaratnam

M: 0405 466 088

shashi@sumoevents.com.au


Brendan Dunphy

BLD Communication

M: 0403 499 599

brendan@bld.com.au




High-profile financial planner empowers clients through a unique

combination of mental wealth and mental health


A combination of life-balance skills and traditional financial planning is creating comprehensive

financial plans that are tempered with holistic, life-focused outcomes



SYDNEY, Australia – 2 April, 2009.  Suren Pather, Co-founder and Director of MASU

Financial Management Pty Ltd., has shaken the traditional and empirical pillars of the financial

planning industry with a client approach that provides a unique mix of financial and life-skills

advice.


Heading up one of Australia’s leading boutique financial planning organisations, Suren believes a

holistic, almost spiritual approach to finance is vital – particularly in uncertain economic times.


“There is always a very personal aspect to financial planning,” says Suren. “Creating a sound

financial plan is, of course, critical, but it must be balanced with advice that incorporates mental

health and resilience, family values and broader social responsibility.”


Suren’s holistic approach to financial planning has made him a popular media commentator.

Appearing regularly on Fox Network’s ‘Your Money, Your Call’ – he is considered a pioneer in

the field and his views are becoming increasingly accepted across the wider financial community.


“Planners must offer more than simple number orientated advice to their clients,” continued

Suren. “This is not just my view - it is coming from the clients themselves. They want answers to

the big questions and regardless of their level of wealth; they want to understand the keys (and

skills) to a happy, more fulfilled life.”

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Putting this balanced approach into practice, Suren created Sumo Events Management Pty Ltd

an organisation specifically charged with the creation of forums, events and seminars that

empowers attendees to seek this balance in their lives. 


Held each quarter, they provide a unique combination of financial and holistic advice and include

presenters who excel in their respective fields. Topics can range from managing the global

financial crisis, to removing financial disturbances and mental resilience. For more details see



“Our goal is to provide a greater balance in our clients’ lives that will not only enhance their

approach to financial matters, but to the world at large,” added Suren. 


For those that seek only traditional financial advice, MASU also provide what may be the most

cost competitive financial plan ever offered.


Considered a first in the industry, Financial Advice Online (FAO) is an on-line service that allows

users to secure a comprehensive financial plan for a fraction of normal planner costs.


You simply complete your details via an online ‘Virtual Consultation’ and an FAO Adviser will

provide a full written financial plan which includes full implementation and on-going

management for 12 months. 


“FAO supports the Government’s initiative of providing across the board affordable financial

advice,” continued Suren. “As important, the advice you receive from FAO is unbiased and

comprehensive in its scope.”

 

The FAO service has been positioned at a cost of only $79 for a single or $99 for a couple. For

those interested, visit www.financialadviceonline.com.au.


“We understand people have different values and needs,” concluded Suren. “If we can help

provide a balance in a one client’s life or allow another to secure their financial position at an

affordable cost, then we have achieved our goals.”


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