Financial Planning

Compare Financial Planning Packages

For all stages of the financial journey, our financial planning service can set a foundation from which goals can be achieved, personal finances can grow and wealth creation can be maintained.

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Yes, you should have a plan…

Your personal finances need clear direction otherwise they become a patchwork of money flowing in and out of your possession with no overriding purpose.

The purpose of a plan is to give your finances clear direction which allows you to measure your progress, grow your wealth and organise your goals. It doesn’t need to be excessively complicated, but it will help you to achieve wonderful results…

compare financial plans

Financial planning for achieving your goals sooner

With the simple organisation of your finances, you can satisfy your lifestyle and basic financial security needs, make room for larger goals and achieve these goals sooner.

Who’s it for

Individuals and couples who want to establish their foundation for future financial growth. Common financial circumstances include: (1) no real financial capacity (substantial savings or equity) to achieve their big financial goals; (2) earning approximately +$80k individually or +$120k combined; and (3) with or without some savings or some personal debts.

Financial services included

Personal banking
Debt minimisation
Superannuation
Investing
Insurance
Estate planning

A desire to accomplish…

You have some big goals to achieve and you want to feel more confident about your finances and the decisions you make. You want to make sure you’re doing enough to properly manage and grow your personal finances.

Strategic requirements…

Seeking specific strategies for increasing your savings, reducing consumer debts, cutting costs and improving the transparency of your superannuation and a logical framework for realising your larger goals.

Plan preparation cost

$650.00

Financial planning for growing personal wealth

With surplus income and a growth-focused plan, you can achieve astonishing things and the effort you invest today will benefit you for years to come.

Who’s it for

Individuals, couples and business professionals with a few years of financial effort behind them who want to increase their net wealth. Common financial circumstances include: (1) paying down a home and/or have acquired some investments (property or shares); (2) have the financial capacity to pursue larger financial goals; (3) earning approximately +$120k individually or +$140k combined; and (4) with or without some savings or some personal debts.

Financial services included

Personal banking
Debt minimisation
Lending structures
Superannuation
Self-managed superannuation
Investing
Investment Structures
Property investing
Tax planning
Equity optimisation
Insurance
Estate planning

A desire to accomplish…

You want to look after your family and achieve financial security. You want to exceed your current financial trajectory and you want to make sure you’re putting your money to work for you to grow your personal wealth.

Strategic requirements…

Seeking specific strategies for creating financial growth, reducing your mortgage, minimising tax payable, increasing net wealth in superannuation and personal finances and building a legacy.

Plan preparation cost

$990.00

Financial planning for continued wealth creation

With the right investment structures, it is possible to increase your investment returns without increasing your portfolio’s risk-weighting.

Who’s it for

Individuals, couples and business professionals who have achieved substantial personal wealth and who want to reduce the administrative burden of managing their finances, incorporate structural and efficiency gains in their growth trajectory and focus on legacy building. Common financial circumstances include: (1) an established investment portfolio or substantial resources available to establish an investment portfolio; (2) earning approximately +$250k individually or combined; and (3) with or without multiple legal entities or loan structures.

Financial situation includes:

Net wealth greater than $3m
Multiple assets
Joint names
Residential + commercial property
Transfer ownership structures
Related party loans
Trust structures
Super exceeds $1.6m balance cap

A desire to accomplish…

Legacy is important and so is your continued financial success. You recognise structural and efficiency improvements can offer substantial benefits and you would like to spend less time managing and implementing investments and more time pursuing investment opportunities.

Strategic requirements…

You are seeking specific strategies for reducing administrative burden, improving structural and tax efficiencies, reducing borrowing costs, securing existing wealth and growing your legacy.

Plan preparation cost

+$2500.00

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