We’ll sit down with you and create a personalised financial plan to meet your goals.
It all starts with an initial consultation, which for a limited time is just $50*.
Trevor (67) Retired after being a teacher for over 30 years.
a) Maximise his eligibility for government entitlements.
b) Receive a pension from his superannuation benefits meeting his needs and objectives.
c) Enjoy retirement with regular overseas trips and relaxing with his grand-kids.
Josie (60) is a part-time Nurse and Cathy (61) works full-time as a Librarian.
a) Transitioning into retirement.
b) Estate planning.
c) Buying the caravan they have always wanted.
Jacinta (48) is a full-time Assistant Principal and Tony (51) is a full-time Plumber. They have two kids in high school.
a) Determined what they need to be financially comfortable in retirement.
b) Increased their investment and retirement savings, supported by a tax effective approach.
Leigh (31) is a full-time Education Support Officer and Michelle (33) is a teacher currently on maternity leave. They have an 8-month old child.
a) Work out their shared financial goals and establish a timeline on how to achieve them.
b) Structured their finances to purchase a first home and incorporated debt management as part of their overall strategy.
c) Secure their growing family’s future by finding the right level of personal insurances.
Christina (23) completed her Psychology degree and just started her graduate job.
a) Establish the best strategies to help jump start her Super.
b) Organise a personalised savings plan.
c) Figure out the best investment options for her whether its cash, property, shares or a combination of both.
One-On-One Tailored Consultation
Salaried Financial Planners
Our Senior Financial Planners have over 12 years experience and are here to understand your needs and recommend the right strategy for you, with a discounted initial consultation.