© Wealth Seekers Family Financial Planning 2021 | Your Goals Brought to Life
Wealth Seekers Financial Services Pty Ltd ACN 622 190 925 is a Corporate Authorised Representative (No. 001259408) of Financial Masterplan Pty Ltd ABN 88 133 306 251 AFSL No. 344628. General Advice Warning: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Financial Masterplan Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Financial Masterplan Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
Retire in style
Whether it’s travelling, community involvement or caring for family, we all deserve to live the retirement lifestyle we want.
Have you thought of the following:
- Will I have enough super?
- Will I be eligible for the Age Pension?
- Will I work less, stop working or do something different?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Pursue your passion
If a new hobby or interest comes with a sizable price tag, an ongoing financial commitment or takes time away from paid work, you’ll need to think about what you can do to make it a reality.
Have you thought of the following:
- What is my passion and what will it cost me?
- Do I have a budget and savings plan in place?
- Am I taking steps to minimise other debts?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Protect my lifestyle
If something happens, like getting sick or injured, the last thing you want to worry about is your finances.
Have you thought of the following:
- How can I prepare financially for a possible
change in income?
- How can I stay on top of my expenses?
- Do I have savings or an emergency fund?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Invest in property
Whether you’re planning to be a first-time landlord or have been in the market for a while, thorough planning is important to making the right decision.
Have you thought of the following:
- How much can I borrow?
- What are the costs and risks?
- Could alternative approaches to investing in
property be suitable for me?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Gain Financial Independence
Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.
Have you thought of the following:
- What debts do I have and what do they add up to?
- How much interest am I paying?
- Should I consolidate my debts?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Give my kids the best chance
Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.
Have you thought of the following:
- What debts do I have and what do they add up to?
- How much interest am I paying?
- Should I consolidate my debts?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Start a family
Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.
Have you thought of the following:
- What debts do I have and what do they add up to?
- How much interest am I paying?
- Should I consolidate my debts?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Be debt free
Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.
Have you thought of the following:
- What debts do I have and what do they add up to?
- How much interest am I paying?
- Should I consolidate my debts?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Save for something big
It could be a car, holiday, home, wedding or your child’s education—whatever you’re saving money for, organisation and a realistic timeframe could go a long way in helping you to achieve your goal.
Have you thought of the following:
- What am I saving for and how much do I need?
- Do I have a budget and savings plan in place?
- Are my debts under control?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Plan a future together
While you may already have shared financial commitments and joint bank accounts, setting yourselves up for the future requires some planning.
Have you thought of the following:
- Do we have a household budget and savings plan?
- What are our goals and financial needs?
- Is our financial paperwork in order?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Buy a home
Buying a home is exciting, even though it’s a big financial commitment. That’s why preparation and readiness could be the difference between make or break.
Have you thought of the following:
- How much can I borrow?
- Am I across the upfront and ongoing costs?
- Are there any government entitlements I may be eligible for?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
Simplify your finances
Simplifying and streamlining your financial life could help make it easier to keep track of and grow your money.
Have you thought of the following:
- Have I got direct debits set up so my bills are paid on time?
- Do I have a budget and savings plan in place?
- Would consolidating my debts make things easier?
Try our interactive goals planner
Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.
