03 - August

What is financial planning? Why do I need it?

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Financial planning is, simply put, managing your finances and making the most of your assets and entitlements to achieve your financial goals, whether that’s getting rid of debt, securing your payments and services from the government, or finding the right insurance for you and your needs. It’s for everyone, of every age.

With expert financial advice, you start a proactive strategy toward your current goals and a comfortable future, and you can maximise and increase your annual income. How?

  • Tax efficiencies
  • Investing, buying and selling direct shares
  • Low-cost funds
  • Superannuation
  • Portfolio rebalancing
  • Money management

Money expertly handled means no money leaks, only money invested, grown, and accumulated. And yes, this means putting everything in order for your peace of mind and assurance.

  • Debt management
  • Savings plans
  • Centrelink entitlements
  • Retirement planning
  • Estate planning
  • Insurance – life, trauma, income protection and disability cover