NKL Financial Planning is a team of dedicated professionals who provide a comprehensive financial planning and insurance advice services to individuals and businesses in the local Nowra and surrounding areas. Our firm employs an experienced team of highly qualified, motivated individuals who strive to provide a high level of service.
Our team keep abreast of new trends, policies and procedures. We take the time to listen to our clients and translate observations into practical, useful recommendations that help you achieve your financial goals. We explain and minimise the complexity of any situation using clear, simple terminology.
Our team keep abreast of new trends, policies and procedures. We take the time to listen to our clients and translate observations into practical, useful recommendations that help you achieve your financial goals. We explain and minimise the complexity of any situation using clear, simple terminology.
Services
Rodney has many interests that include the annual Variety Bash, golf, tennis, triathlons, 4 wheel driving, water-skiing and being with his family. Michael's areas of expertise include retirement planning, aged care, Centrelink strategies, superannuation, account-based pensions, annuities, managed funds, personal risk insurance, and income protection.
The staff at NKL Financial Planning are highly trained professionals available to discuss your needs, priorities and concerns. The experienced team, with excellent support, can provide you with a detailed snapshot of where you are now, enabling you to plan your future with confidence and meet all your financial goals.
Whether you are in your 20's saving for a house, 30's and 40's accumulating assets, 50's planning for retirement or over 50 and retired, a sound financial plan can be critical in helping you achieve the lifestyle you are after. The information provided on this website has been provided as general advice only.
What would happen to your family and business if you couldn't work due to sickness or injury? Would they be able to afford the lifestyle they currently lead, be able to pay the mortgage and pay for your children's education? The answer for most people is no. This type of cover pays a lump sum if you pass away which can help take care of the mortgage, pay for school fees and provide an ongoing income for your family.
Financial planning is the process of meetings one's goals through the proper management of your finances. Do you have the time to undertake the research and implementation for a detailed long term plan?. Do you know how calculate how much you will need to save or invest to achieve your goals?.
Can you keep up with constant changes in law and regulations in tax, superannuation and social security and are you on top of economic developments and market movements?.
Can you keep up with constant changes in law and regulations in tax, superannuation and social security and are you on top of economic developments and market movements?.
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