Financial Planning

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How we help you with financial planning


no cost & no obligation

We commence our relationship with an initial appraisal which is cost and obligation free. This helps to identify the type and extent of assistance you require.

We then together agree on the scope of a complete review of your personal and financial affairs, and provide advice on specific matters as identified.

detailed strategic plan

We prepare a detailed Strategic Plan that takes into account your short, medium and long term financial goals.

We recommend the strategies, structure and procedures to achieve those goals. The detail we embrace in this process reflects our experience and multi-disciplined approach.

We then implement all immediate strategies and actions once agreed by you.

personal wealth manager

We prepare a Personal Wealth Management Kit (Personal Wealth Manager) to keep you in control of your affairs simply and easily in the future.

This also provides a good communication tool to keep us up to date with the development of your affairs. We then agree on what level of ongoing service is appropriate to maintain your direction.

ongoing service

We meet with you as regularly as you need to address the inevitable changes in your circumstances and new developments as they occur.

we do a review of the following:

  • Personal Financial Advice
  • Investment Strategies & Recommendations
  • Superannuation Self Managed Funds
  • Cash Flow Projections & Management
  • Life, Trauma & Disability Insurance
  • Succession & Estate Planning
  • Tax Planning & Structuring
  • Superannuation Retirement Planning
  • Account Based Pensions & Rollover Advice
  • Finance & Margin Lending
  • General Insurance.