Financial Planning

As a business owner, we believe you not only want to grow your business but you also want to grow your wealth and protect your assets. Financial planning is central to the wealth creation process and our strategic alliance with a financial planning group means we can service all your needs.

Financial planning involves formulating a strategy tailored specifically to your financial needs and takes into account your current financial resources, age, lifestyle, investment experience, risk profile and investment time horizon. It is a journey and in the early years when borrowings are high, spending must be carefully planned. In the accumulation years we see debt levels diminish and savings capacity increase. Finally, in the retirement years you reap the dividends from the careful planning in the previous phases.

The need for quality financial advice has never been greater. Evolving financial markets means more investment alternatives and greater complexity. You need an experienced financial planner that offers quality advice and service to secure and build your financial future. Our affiliated financial planning group offer you this service and they liaise with us on taxation matters to achieve the most tax effective solution for you.

The financial planning process involves a series of meetings and discussions where our financial planners take you carefully through each step of the process:

• Initial Meeting
• Fact Finding (Information Gathering)
• Preparation of a Financial Plan (Statement of Advice)
• Meeting to Discuss the Financial Plan
• Plan Implementation

Our commitment to your financial security goes well beyond the initial financial plan. It is important not to ‘set and forget’ so as your needs and circumstances change, they adjust the original strategic recommendations to accommodate the changes in your life. In consultation with you, they will regularly review the performance of your investments and make recommendations based on current trends, changes in laws and your personal circumstances. The frequency of the periodic reviews will be agreed with you depending on your particular needs.

If you're a committed and ambitious business owner looking to accelerate your business and financial success we invite you to book a FREE, one hour introductory consultation to discuss your needs. You can expect practical business, tax, marketing and financial advice designed to help you build your business and grow your wealth. To book a time, contact us today on (08) 9250 4048 or complete your details in the box at the top of this page.

General advice warning

As you would hopefully be aware, there have been recent changes in legislation and we now need to be licensed to provide Super and SMSF advice.  In order to be able to continue to provide this advice to our clients, I am now an Authorised Representative of Brougham & Vaux RISE Standards. The benefit of this is that we now also have access to other high quality services that can be obtained in conjunction with our own to provide more holistic and appropriate recommendations.

Our website may contain general advice, which means that it has been prepared without taking into account your personal objectives, financial situation or needs. Because of that, you should consider the appropriateness of the advice, having regard to your personal objectives, financial situation and needs. If our website includes general advice about the acquisition or possible acquisition of a financial product, you should obtain and read the Product Disclosure Statement which relates to the financial product before making a decision about whether to acquire the product. This includes Self Managed Super Funds. 

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