We provide financial planning advice on super, pension, retirement planning, and personal insurance to the people of Bathurst, Orange, Lithgow & central west NSW. FinAdvice Financial Planning uses our experience to provide financial advice specifically written for you. You may not have a specific outcome in mind, however, we help you identify your goals, and actively work with you to find ways of achieving those targets.
Financial Planning is the process of looking at your present financial state, dreaming of the future, and then working out a way to get there. To do this, FinAdvice Financial Planning invests time to talk to you, know you, understand your circumstances and assess your situation.
Financial Planning is the process of looking at your present financial state, dreaming of the future, and then working out a way to get there. To do this, FinAdvice Financial Planning invests time to talk to you, know you, understand your circumstances and assess your situation.
Services
The Team at FinAdvice Financial Planning are the key to our success. Please take the time to read about our friendly staff so you can take comfort they are qualified to help you map out your financial future. Ben started, operated, and sold several non-financial services businesses prior to becoming a Financial Advisor.
Investing money generates income which allows your money to build, creating wealth over time. Investing money into managed funds or direct shares with the expectation of generating a profit can be done in your name, or through your Super. You may have avoided getting financial advice because you're not sure how a financial adviser can help you.
A secure financial future begins with a good plan; a good plan is a natural outcome of a proven investment selection process. At the initial meeting, you discuss with your Financial Adviser your circumstances, goals and ideas. Here, we will clarify issues & directions from the first meeting, focusing on detail, understanding and agreement.
Super (Superannuation) is a form of forced savings. It is paid by your employer, invested on your behalf, and used to fund your lifestyle in retirement. Your employer needs to pay a minimum of 10% of your ordinary time earnings into a super fund. Your employer will set up a superannuation account for you unless you have not told your employer your super fund details.
SMSFs offer flexibility, transparency and investment control not available with retail funds. A Self Managed Superannuation Fund is a private superannuation fund; the members are also the trustees of the fund. The trustees are responsible for running the fund. The SMSF receives contributions on behalf of its members.
Reviews
Be the first to review FinAdvice Financial Planning.
Write a Review