What will your 12 month Financial Advice Package cost you?
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| WRITTEN STATEMENTS OF ADVICE explaining exactly what you should do to:
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| | minimize your tax through super, investment and mortgage structures
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| | secure your family in case of death, disability or illness
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| | build your wealth through sound investments
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| | manage your cash flow more efficiently through proper debt and cash flow management
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| | prepare for your comfortable retirement through proper long term planning
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| | and more depending on your personal situation
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| IMPLEMENTATION OF OUR RECOMMENDATIONS which involves:
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| | implementing all strategic Financial Management recommendations
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| | selecting appropriate investments such as investment properties
(residential, commercial, industrial, retail), equities investments such as managed funds
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| | recommending superannuation products
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| | recommending insurance products
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| | putting in place wills and estate planning recommendations
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| ONGOING MANAGEMENT OF OUR RECOMMENDATIONS for twelve months which involves:
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| | assisting with all aspects of the day to day management of our recommendations
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| | regular information updates and alerts as to what steps you should be taking to optimize your financial position. For example, whether you should be fixing interest rates, making additional or special contributions to superannuation, taking advantage of new tax laws etc.
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| | quarterly newsletters keeping you up to date with the latest developments in the financial world.
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