Short Description of Business Help professionals, Individuals, SMSF and retirees with their financial planning, insurance, superannuation, cashflow budgeting, investments and other financial advisory needs. My goal is to increase visibility, lead generation and direct marketing.
Detailed Description of Business Don't know how to set financial goals and what options are available to make the
most out of your situation- We help you identify short, medium and long term goals,
educate on the options available and help develop a financial plan
2. Don't know when you can afford to retire and worried that the money will not last
through your retirement - We can help with your retirement planning. work out
when you can afford to retire and how much you will need to retire comfortably,
advice on sustainable and tax-efficient retirement income, plan to make your money
last in retirement.
3. Worried that you and your family will suffer financially if something happens to
you - We can review and recommend appropriate insurances such as Life, TPD,
Income Protection and Trauma insurance.
4. Paying too much in tax? - We can advise on strategies to minimise tax throughout
your working life and in retirement.
5. Do you want to be in control of your finances? - We can help you get on top of
your debt, construct a budget, and manage cash flow effectively.
6. You want to invest but don't know where to start? - We can help constructing an
effective mix of investment portfolios for wealth creation goals. Be it managed funds,
exchange traded funds (ETF’s), property, shares, term deposits, fixed interest, bonds,
cash or something else.
7. Want to invest ethically but don't know how to do it? - We can help developing
effective strategies that align with your personal values in the responsible
investment space, construct portfolios in line with your ESG (Environmental, Social,
Governance) and sustainability preferences.
