Planning
For Individuals
Services
For Individuals
Financial Planning
Financial planning is integral to our Complete Advice Framework. Financial planning, together with strategies to protect your wealth and lifestyle and personal prosperity.
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Services
For Individuals
Financial Goal Setting
While many people wish for and are sincere about setting financial goals, they rarely achieve them. French poet and author, Antoine de Saint-Exupéry summed this up when he famously observed “a goal without a plan is just a wish". The key to successfully setting and achieving financial goals is understanding ‘why’.We have developed a proven 4-Step Financial Goal Setting program that allows individuals, couples and business partners to master the art of setting, sticking to and achieving the goals that enrich or make life more meaningful.
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Services
For Individuals
Retirement Planning
It’s never too early, or too late to begin planning for retirement. Retirement planning isn’t just for those in the later years of their working life. Whether you are 25 or 65 there are important retirement matters to consider that can influence your future retirement lifestyle.Your journey to your retirement will involve setting and achieving many different financial goals along the way. Our Complete Advice Framework helps you to understand the important issues of financial planning, protecting your wealth and creating personal prosperity that will enable you to achieve your retirement goals and live your retirement life of choice.
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Services
For Individuals
Estate Planning
There are important benefits associated with having a will and an estate plan, yet it is estimated that more than half of all Australian’s will die without a will. Without a will or estate plan in place your estate may be subject to litigation or you could leave tax complications for your beneficiaries.A will is important, but it only covers personal assets. An estate plan includes your will, while also clarifying how matters including superannuation and other assets such as those held within companies, trusts or business entities are to be distributed to your beneficiaries.How your assets are structured could be the difference between enhancing the lives of those you love with additional wealth or burdening them with legal and tax implications that could adversely impact their financial wellbeing.Discussing your wishes can be emotionally difficult, and we are accustomed to addressing these discussions with sensitivity, while clearly outlining the steps involved to protect the legacy you wish to leave to your beneficiaries.
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Services
For Individuals
Aged Care
Our advice for aged care planning is two-fold: We provide aged care financial solutions for your ageing parents and relatives; and we assist you to prepare your own aged care plan.Australia’s aged care system is complex and our advice includes helping you to understand the paperwork and often confusing jargon. We provide guidance to help you understand your options and facilitate the process for accessing aged care services without compromising your overall financial objectives.We will also draw your attention to important documentation that you may need to implement or update – your will, health care directive and appointing an Enduring Power of Attorney for managing your health, wellbeing and financial decisions, when you are no longer able to. On your behalf, we will coordinate with your solicitor, accountant and other professionals to implement an aged care financial plan that’s suitable for your individual needs.Importantly, we encourage you to begin planning for aged care while you, or your ageing relatives have capacity for reasoning and decision making for their own best interests, as will provide comfort and clarity for all involved. Learn More