Understanding Your Goals

Understanding your needs, objectives and longer term goals are pivotal to establishing a successful Financial Planning strategy. In many cases the initial considerations may develop or evolve into ongoing needs requiring pro- active planning and broader considerations.

Whatever your goals, we’ll take the time necessary to keep you on track by working with you to identify, position, review and manage life’s changing circumstances.

Preparing for Retirement

Preparing for Retirement

  • Options to replace your regular income
  • Understanding Superannuation and Pensions
  • Centrelink – Age Pension or Seniors Health Concession Card
  • Estate Planning – Wills, Power of Attorney and MedicalGuardianship

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Aged Care considerations

Aged Care considerations

  • Understanding the costs
  • What to do with your home
  • Centrelink impact of aged Care

How will my financial assets be assessed

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Reducing the Burden once retired

Reducing the Burden once retired

  • Taxation considerations
  • Options that make financial aspects easier to manage in later life
  • Your estate and administration – simplify the burden
  • Outcomes of good financial advice

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Covering risks – Family, Children and your Home

Covering risks – Family, Children and your Home

  • Understanding Life insurance and Trauma Cover
  • Protecting the important things – Your Income
  • Insurance in Super or Out of Super – what’s right for you
  • Your Will and Estate Plans – link them to your insurance

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In your 40,s & 50’s & 60,s – Reviewing your Goals or receiving an Inheritance

In your 40,s & 50’s & 60,s – Reviewing your Goals or receiving an Inheritance

  • Reviewing cashflow and managing your tax
  • Wanting to be debt free
  • Receiving an Inheritance – Investing for wealth & retirement – shares and property
  • Understanding rules and regulations regarding superannuation
  • Borrowing to invest – Is this the right option

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Redundancy & Changing Jobs –Adjusting your goals financially

Redundancy & Changing Jobs –Adjusting your goals financially

  • Redundancy Payments – understanding your options
  • Career re direction – where to from here
  • Cashflow, Budgeting, Taxation – making the right decisions
  • Starting your own business

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