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

Christoph Schnelle 

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 that work for you 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 you in your wealth and well-being.

In Your Interest Financial Planning is fully privately owned and specifically set up that way to give us the maximum freedom to be able to review and choose the best strategy and, if needed and beneficial, products and services available for our clients.


Your first meeting with us 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 SERVICES INCLUDE:

  • Superannuation Planning and Implementation

  • Life Insurance, Personal Risk Insurance and Analysis

  • Income Protection Insurance

  • Maximising tax savings for insurance via Super

  • Maximising affordability for insurance via Super

  • Pre-Retirement and Retirement Planning

  • Modelling – will you have enough to retire on? 

  • Budget and Cashflow Management

  • Centrelink and Social Security Benefits

  • Estate Planning Considerations

  • Investment Advice and Modelling

  • Ongoing Portfolio Management

  • Self-Managed Superannuation

  • Aged Care Considerations

  • Advice on Ownership Structures

  • Business Succession Planning

  • Business Continuation Insurance

  • Charitable Trusts and Foundations

  • Inheritance, Divorce and other Settlements

  • Taxation Matters

WHAT PEOPLE SAY

Christoph always provides detailed, clear and personalised advice to support with my financial management, superannuation and future planning. Invaluable advice.

—  Doctor, Brisbane, Queensland

Appointments

APPOINTMENT DETAILS

Initial meetings, quotes and reviews are free. 

 

For insurance advice we receive payment from the insurance company. Only in very complicated cases do we charge a further fee and in that case provide a quote prior to charging.

For initial and ongoing investment advice we provide you with an individual quote prior to charging anything. In all cases there is no charge prior to your being advised of that charge and agreeing to it.

 

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.

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