You have to be a nice person in my eyes! that means, honest, open, ethical and willing to engage in conversation that tells me about you.not just the numbers. Advice that only deals with the numbers and which does not take into account how you got to your current position from an influence perspective is not likely to fit you.
Rather, lets drill down to the real you and build up a picture that allows the goals and dreams to envisioned with your history and emotions behind it. Solutions may be the same from a money aspect yet we will both have a better feeling around the journey and have a stronger basis for sticking with the plan.
Rather, lets drill down to the real you and build up a picture that allows the goals and dreams to envisioned with your history and emotions behind it. Solutions may be the same from a money aspect yet we will both have a better feeling around the journey and have a stronger basis for sticking with the plan.
Services
Financial Planning 4 Life have held a number of seminar's to help smooth out the complexities of Aged Care and provide information on what can be done to structure your finances to meet or defray the costs. With the sheer volume of information and conflicting views available on today's market conditions, Financial Planning 4 Life held a seminar to help clients avoid making irrational decisions and put some clarity in their investment choices.
Being Specialist SMSF Advisors (SSA) accredited by Self Managed Super Fund Association of Australia (SPAA) we offer insight beyond the usual. We will work with accountants and solicitors to get the most appropriate solution and reduce the risks of non-compliance in this complex area.
Getting the right professionals involved in your fund is important and then having the resources available to guide you down a safe path to achieve your goals and dreams is more than just important.Financial Planning 4 Life can be an advisor, coach, project manager or mentor to you as Trustee of your SMSF.
Getting the right professionals involved in your fund is important and then having the resources available to guide you down a safe path to achieve your goals and dreams is more than just important.Financial Planning 4 Life can be an advisor, coach, project manager or mentor to you as Trustee of your SMSF.
Estate planning requires more knowledge than just legal. There are complexities with non-estate asset equalisation, blended families and the typical dramas of many families. We discuss things and map out what can and cannot be willed and listen to your wants as well as your needs in regards to the distribution of your assets.
Aged care is a serious matter, one fraught with emotional and financial hurdles for everyone involved. But in an ageing population like ours, finding and paying for the right type of care is something we all need to prepare for. Age care costs can vary enormously between facilities and from resident to resident.
Deliberately broad, we offer all of the usual services of a financial planning firm from advice on saving for the future to reducing debt to managing cashflow and helping with the tax structures. Business succession is also accommodated in the advice arena with other business services including key person protection, long service leave funding, employee retention packages and salary packaging.
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