Financial planning isn’t just for those approaching retirement or buying their second investment property, it’s also about protecting young families, saving for your first home deposit and setting a strategy to create long-term wealth.
Sound financial planning that aligns with your goals and objectives can help you and your family prepare for whatever the future brings. Whether you dream about buying your own home, taking that once in a lifetime holiday or setting up education funding to ensure your child’s future – our financial planning advisors can help.
We understand that wealth creation means different things to different people. We work with you – take the time to understand your situation, your goals, aspirations and dreams – then help you create a strategy that suits your needs.
For people who prefer to receive financial advice on just one specific financial need, we offer the Essential service. This service is for clients looking for a defined service and guidance. Clients may be young and just starting out, or those not ready for holistic financial planning advice. The service is limited to advice on fundamental financial decisions such as superannuation, managed funds or insurance.
A Comprehensive service package is for people who want a close working relationship with their financial planner, are willing to act on professional advice and are serious about success. They have life goals and are motivated to achieve them.
Our Premium package incorporates everything in the Comprehensive service package, plus additional wealth creation and management benefits. Generally more complicated or time consuming advice and services are required. For example, Social security, Aged Care or dealing with multiple entities.
