Financial Planning Services & Solutions
We offer the following services -
Financial Planning - Which may incorporate any or all of the following;
- Budgeting
- Superannuation
- Investment
- Life Insurance
- Understanding financial institutions
- Estate planning
- Business insurance planning
- Managing debt
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Wealth CreationIf you do nothing you get nothing. Investing is an important means to move forward. Everyone should be doing as much as they can to break out of the rat trap. Start by investing in yourself then consider the advantages of investing in other ways. |
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Superannuation / PensionsUnderstanding and making good use of this very tax effective structure is important to both your present and your future financial well being. Consideration is given to all options including, Self Managed Super (Pension) Funds, Industry and Private super (Pension) funds, to ensure you have the right one for you. |
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Life InsuranceWhen you have responsibility to others and not ignoring your responsibility to yourself, insurance is there to fill in the gaps should you have any! |
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BudgetingEven the government has a budget, so should you. The importance of a good budget cannot be emphasized enough. As you soon learn when it is not in balance and/or things aren’t happening for you it is time to review your budget. Or on the better side when things are happening for you what best to do with surplus.
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Getting ready for your meeting with the planner
Step one - set out what your goals from the meeting are - in your head or better on paper!
Step two – gather the relevant information that you will require including
List of assets
- house
- car
- shares
- cash at bank
- super funds
- insurance policies
- other
List of liabilities
- Mortgage/s
- Credit cards
- Personal loans
- Private debt
Identification
- Driver’s licences / ID
- Passport/s
- Marriage Certificate/s
Estate issues –copies of
- Will
- Enduring powers of attorney
- Enduring Guardianship
- Advanced Health Directives
Step 3 – make the appointment
