Financial Planning

Financial planning can be a daunting task. Simple questions like: 

  • How much can I save?
  • Will I have enough super to retire? 
  • When can I retire? 
  • Will I get Centrelink benefits? 
  • Do I have enough personal insurance? 
  • What happens to my money if I die?  

The answers to these questions aren’t simple – hence they tend to get put in the ‘too hard’ box. 

At Assured Wealth Advisors we believe that nothing is too hard.  

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.  

A financial plan outlines your goals and how you will be financially able achieve them. A plan can include: 

  • An analysis of your current financial situation including your income, expenses, assets, liabilities and estate planning. 
  • 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 to 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. 
  • Estate planning strategies to make sure that your hard earned money is given to the beneficiaries you nominate.  

View our Financial Planning brochure.

Assured Wealth Advisors is a Corporate Authorised Representative of Synchron for financial planning services, AFS Licence No. 243313.

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein