''Financial Planning is about you, your money and your financial well-being.
 
Grow, invest, protect, understand and enjoy your money.''

Christoph Schnelle 

EVO_1197.jpg

Financial Planning 

Financial Planning starts with listening to you and finding out what is most important to you and what your current situation is. Together we then develop strategies to create, protect, manage, and optimise your wealth.

 

We offer extensive financial, business and life experience and are with you all the way to support in your wealth and well-being.

We are fully privately owned and specifically set up that way to give us the maximum freedom to be able to review and choose the best products and services available for our clients.


Your first meeting with In Your Interest Financial Planning is free. For quite a few people an initial conversation is of great value and all that is needed whilst others become life time clients and friends.

The mechanics of accumulating wealth are simple:
spend less than you earn and invest the difference well.

Our financial planning services include:

  • Superannuation Planning and Implementation

  • Life Insurance, Personal Risk Insurance and Analysis

  • Income Protection Insurance including through Super

  • Pre-Retirement and Retirement Planning

  • Budget and Cashflow Management

  • Centrelink and Social Security Benefits

  • Estate Planning Considerations

  • Ongoing Portfolio Management

  • Property Investment

  • Self-Managed Superannuation

  • Aged Care Considerations

  • Advice on Ownership Structures

  • Business Valuation Assessments

  • Business Succession Planning

  • Business Continuation Insurance

  • Charitable Trusts and Foundations

  • Redundancy

  • Taxation Matters

 

Find out more...

Personal Insurance Services

 

Life, Trauma, TPD and Income Protection - professional expertise can make a HUGE difference when taking out insurance, ensuring you have the best possible cover at the best possible price.

dwp_141212_0919.jpg

Aged Care Services

 

The process need not be stressful when considering Aged Care for yourself or a loved one when you have the support of a caring and understanding professional. Be guided through the vast scope of options to find the outcome that meets your unique situation.

dwp-20161126-0037.jpg

Further Reading

 

You are welcome to take advantage of our FREE library and enjoy some further reading. Be educated, inspired or change your perspective with topics ranging from Investing Psychology to the Power of Percentages.

dwp-20161126-0023.jpg

WHAT PEOPLE SAY

Christoph helped me to put in a TPD claim. He is thorough in his advice and listens carefully before responding to answering. His compassion was very comforting during a very difficult time in my life.

—  Carol, TBD

Appointment details

Your first Financial Planning consultation with Christoph is free. 

 

Insurance advice, quotes and most reviews are also free. Statements of Advice fees for Aged Care and ongoing Financial Planning services are very reasonable and vary depending on individuals' circumstances and requirements. Prior to any charges we will present you with a written quote for your written approval.

If you have any questions or would just like a chat please contact us on 1800 332 225 – we would love to hear from you.