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Financial Planning

We can help you:

• Manage your financial affairs

• Assist in identifying and meeting your life goals

• Help you understand the intricacies of investing, superannuation and the ever-changing rules and regulations

• Keep you on top of your short to long-term goals

In essence, we look at where you sit now and where you want to be in the future and together we achieve your financial goals.

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Cashflow & Debt Management

We can help you:

• Take control and understand your cashflow

• Strategise your cashflow to help you save

• Form a tailored plan to help you take care of all of your debts

Know that you are not alone! Understanding your cashflow and managing your debts with a tailor-made plan to suit your situation, that will ensure you are back in control and closer to achieving your goals.

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Mortgages & Finance

The options are endless but what is right for you?

• We will help you prepare for the purchase of your new home or other investments

• After a new car? We will help you work out which finance options are right for you

We understand you have big dreams and we want to help you achieve them. Our tailored made plans will ensure you on the right path.

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Wealth Creation

Not only build wealth, but preserve it too!

• Don't know what to do with your savings?

• Maintain your wealth while generating an income

• We will help you build your wealth in a diversified and cost considered manner

Let's establish your investment objectives and we will ensure an approach to building and maintaining your wealth.

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Retirement

You work all your life... now sit back, and relax!

• Plan early - have enough funds to cover any unexpected expenses during retirement

• Do you know how you will maintain a comfortable lifestyle when you are no longer working?

• We will help you plan when you can retire

• What is your ideal retirement? We will help you reach your goals

Enjoy everything you have worked for. Having a retirement plan in place will mean you can live a comfortable lifestyle without emptying the bank!

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Estate Planning

It is more than having a will...

• Plan what happens to your assets and affairs

• Prevent your loved ones having to deal with confusion while grieving

• We will work through a number of scenarios to ensure the best plan is in place

• Understand tax implications for beneficiaries

• Make arrangements for your superannuation

The future is unpredictable, but we will help put you at ease and structure your options. We want your assets and affairs to be in the right hands.

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Aged Care

Planning for your future care is an important conversation to have.

• Strategies and put in place a plan to fund your or your loved one's accommodation - including where is best

• We will work with you to identify fees and charges associated with your chosen nursing home or care facilities

• We will ensure you achieve the best from your Government pension

• We will help you to access all of the care options available and prepare a financial model

• We will also help you to understand how to review and avoid any tax implications

While it is overwhelming, knowing that you have a plan in place for yourself or your loved one will ensure a seamless progression to the next stage of your life.

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Let's have a chat and start achieving your goals

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