''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.
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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:
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​Superannuation Planning and Implementation
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Pre-Retirement and Retirement Planning
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Modelling – will you have enough to retire on?
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Investment Advice and Modelling
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Ongoing Portfolio Management
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Self-Managed Superannuation
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Budget and Cashflow Management
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Aged Care Considerations
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Centrelink and Social Security Benefits
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Advice on Ownership Structures
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Trust and Estate Practitioners - TEP member
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Charitable Trusts and Foundations
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Inheritance, Divorce and other Settlements
Personal Insurance Services
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Free Insurance Review and Analysis
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Life Insurance
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Income Protection Insurance
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Trauma Insurance, Critical Illness Cover
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Total and Permanent Disability Insurance
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SMSF Life and Income Protection Insurance
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Business Expenses Insurance
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Maximising tax savings for Insurance via Super
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Maximising affordability for Insurance via Super
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Ongoing Personal Insurance Services and Support
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.
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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.