Prepare & Present Financial Plan
After our first meeting we analyse your objectives, goals and financial situation to identify ways of improving your current situation and potential obstacles. Based on your current age and family situation we begin to design strategies to put you in a better position for the immediate and retirement future. Our advisers are skilled and accredited to develop solutions in line with your stated goals and objectives. We will use various tools and networks to make realistic solutions.
Usually 2-3 weeks after collecting your data and developing your strategies we will make another appointment to present our strategies in detail.
The areas we will consider in developing your plan include any of the following:
- Personal Insurances
- Superannuation Planning
- Wealth Accumulation
- Cash flow and Debt Management
- Taxation implications
- Investment Strategies
- Estate Planning
- Aged Care