Wealth, Investing and Finance are not just different words for making money. They are the tools used to create the resources you will need to be able to do the things in life that you want to do. Even successful business people often overlook the subtle benefits of passive investment - this is the area where we shine. No matter who you are, ES&A Financial Services Sunshine Coast see you as the seed to what you will become.
Services
Everything we do at ES&A Financial Services is based on seasoned research developed through 33 years of experience in assisting clients with carefully considered financial planning. We teach our clients how to ascertain what degree of certainty there is in the investment process and how to harness that information to create wealth.
Nestled in the natural beauty that is Buderim our offices are situated in an environment that is conducive to creative thinking and relaxation. Whilst our investment philosophy is tried and proven we are assisted by the latest technology and our opinions are underpinned by exhaustive and professionally conducted research as well as 25 years of business and investment experience.
Financial planning is about making sure that your current and long-term financial needs are met. The following outlines the three stages in the ES&A financial planning process. We will ask you many questions in order to determine your long and short term financial goals. We will also give consideration to your current circumstances - your assets and liabilities, expenses and income.
Superannuation can be one of your biggest long term investments and taking control of it now can help you get the most out of it later. There are a range of tax effective strategies that you can use to get the most from your super. Structuring your super to make sure your beneficiaries are not disadvantaged should you die.
There is a real need to plan for your years in retirement, so you can make the most of this time. You have been looking forward to this for so long, you deserve the best! On average, people are spending around 20 years at school, technical colleges or other education institutions; 35 years working; and 20+ years in retirement.
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