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Personalised Financial Planning

Financial planning is all about YOU, and what you want to achieve financially, for you and your family.
It’s not about which investments you should have or which managed fund you should invest into or which stock or shares you should buy and sell.

It is more than that. It has emotional value attached to it, and it has everything to do with what YOU want to achieve in life, and what matters the most to you.

It’s planning for your future. It’s about painting a ‘big picture’ of your goals, dreams and objectives so that a roadmap can be designed to help you navigate your way to your ‘big picture’ destination.

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  • What are your financial goals?

  • What are your financial concerns?

  • Where do you see yourself in 5, 10, 15 years time?

Superannuation Planning

Understand the ‘ins and outs’ of superannuation whether you are self-employed, an employee or a trustee of your own super fund, and understand effective ways of growing and managing your super money.

Are you making the most of your super?

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  • Personal Superannuation

  • Self Managed Super Fund (SMSFs)

Personal Insurance

Understand all the ways you can look after yourself and your family when unexpected situations arise like sickness, illness, injury and death.

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  • Income Protection Insurance

  • Total & Permanent Disability (TPD)

  • Trauma / Critical Illness Insurance

  • Life Insurance

Retirement Planning

Understand how you can effectively use your hard earned savings like your investments or super to plan a retirement lifestyle that is right for you.

What is your ideal retirement lifestyle?

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  • When do you wish to retire?

  • Are you ready to retire?

  • Do you have enough savings for retirement?

  • How much income do you need?

Investment Planning

Understand how to make smart financial decisions to help your money grow but at the same time ensure you can sleep at night, peacefully.

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  • Why invest?

  • How to make your money grow?

  • What can we invest into?

Aged Care Advice

Understand how you can help your elderly parents make informed decisions about their aged care needs with specialist advisers we can refer you to.

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  • What is Aged Care?

  • How do we start the process?

Mortgage Advice

Understand how to secure a home loan that is right for you with our trusted network of mortgage brokers we can put you in touch with.

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  • How can we find the right home loan?

  • Do we fix part of our home loan?

  • What are the different types of loans?

  • How much deposit is needed?

Estate Planning

Understand how your assets can be passed on to the people you would like to support with specialist estate planning advisers we can refer you to.

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  • What is a will?

  • Why is a will important?