- Starting out
- Sorting out my Super
- Protecting my family
- Growing my wealth
- When my life changes
- Planning for my retirement
- Making my money last
- Running a business
Feel like you’re just starting out? Got big goals and dreams ahead of you? Every great plan starts with a few simple steps. And one of them is getting the right financial advice to help ensure you get there. Whether it’s a savings plan for that holiday, a realistic way to get you into your first home or choosing the right Super fund for you, the best plans come from talking to someone who understands it all. Come sit down and talk with us. It’s completely free and without any obligation. We’ll show you how you can get started on the road to realising your goals and dreams.
Sorting out my Super
Australians have over $13 billion dollars of unclaimed Super sitting in a variety of Super funds. Could some of this “lost Super” be yours? If you have held numerous jobs and paid superannuation into different funds over the years, some of this “lost super” could be yours. Having Super in more than one fund also means you’re paying excess fees, losing you money. Let us help you find it. We can show you how to consolidate all your Super funds and help you minimise your fees maximise your returns.
Protecting my family
Sometimes life can throw us surprises. Things we didn’t plan for. Can you be sure your family is protected if something happened to you? Or your partner? Knowing you have a plan in place to protect your family, your assets and your lifestyle is very reassuring and one less thing to worry about. We can help you protect your family against the unforeseen and enable you to live the lifestyle you are enjoying now.
Growing my wealth
Getting wealthier doesn’t necessarily mean working harder. It’s about being smart with your money. The money we make in our lives doesn’t all come from what we earn. Houses grow in value and investments increase over time. There are many ways you can grow your wealth - it doesn’t have to be hard or complicated. When you know what you are doing, growing your wealth can be surprising easy. Let us show you how.
When my life changes
Getting married. Having a baby. Leaving a job. Starting a new job. Starting a new business. Buying a home. When life changes, your financial needs change too. It’s always wise to get some advice about how to best manage the change you’re going through. Knowing how they will affect your financial position and having a plan in place to manage them can make life less stressful. Contact us for a no-obligation appointment and we’ll help you put a financial plan in place that is tailored for your life changes.
Planning for my retirement
Is your retirement a long way off for you? Or is it just around the corner? Whichever it is, it is always best to be prepared. Will you have enough to live life comfortably? Or will you be like the overwhelming majority of Australians, who have to struggle through their golden years, living just on the pension? You can do something about your retirement. And the time to do it is now. Retirement should be a time of relaxation and comfort. Ensure yours is by talking to us today, and making sure you have everything in place.
Making my money last
Have you ever thought about how you’re going to make you money last? In an average working life, the average person will earn over $2 million in salary alone. That’s an awful lot of money passing through your hands. Having the right financial advice can help ensure all the money you earn doesn’t just get spent and frittered away. Saving, investing and preparing for your retirement are all ways you can make your money last. And make it grow. Talk to us about ways we can help you protect yourself against the negative effects of inflation and make your money last as long as possible.
Running a business
One of the biggest headaches for anyone running a business is taking care of the finances. There’s so much to know to get it right and can take up a lot of your time if you don’t know what you’re doing. Having the right financial partner to guide and advise you can take much of the stress and workload off your shoulders, and can ensure the financial affairs of your business are managed properly. We can help free you to get on with running your business and doing what you know best. For a free business financial health check, contact us today.