Financial planning can be a daunting task, but our financial planning process is designed to be easy on you.
We discuss your current situation, goals and objectives and build strategies to help you get to your preferred goal – whether that is saving for a new house, ensuring you have enough to provide for you & your family or approaching retirement and starting to build funds for your future.
We can help with Superannuation, retirement planning, investments, insurance planning, social security (Centrelink) & estate planning.
Here's the plan...
An analysis of your current financial situation including your income, expenses, assets, liabilities and estate planning.
CREATION Tax-effective wealth creation strategies, tailored to your individual financial needs.
Retirement planning strategies to maximise your superannuation and ensure you save enough for a comfortable retirement.
A review of your personal insurance needs so you are adequately covered.
Investment advice, including your superannuation investments to make sure that you are invested in funds you are comfortable with.
Centrelink strategies to maximise your benefits – reducing the need to rely on your own funds.
PLANNING Estate planning strategies to make sure that your hard earned money is given to the beneficiaries you nominate.
Download our FREE Financial Planning brochure if you'd like more information on how Assured can help you.