We develop financial strategies to help you meet your goals, and work with you over time to refine and adapt your strategy as the normal ups and downs of life unfold. Depending on your needs, that advice might involve superannuation, investments, insurance, financial modelling, or a myriad of other elements that we need to delve into to get you to the financial goals that is the reason for you coming to see us.
Product agnostic - both Guidance and our licensee Sprout Financial are owned entirely by professional financial advisors. Product manufacturers, including banks, superannuation funds, and insurers, have no input into our recommendations. Jargon free - we recognise that the financial world is filled with much incomprehensible jargon.
Product agnostic - both Guidance and our licensee Sprout Financial are owned entirely by professional financial advisors. Product manufacturers, including banks, superannuation funds, and insurers, have no input into our recommendations. Jargon free - we recognise that the financial world is filled with much incomprehensible jargon.
Services
Executing a successful retirement is one of the most significant financial events you will undertake in your lifetime. We can combine your goals for retirement with our experience to set you on the path to a worry-free new phase of your life. Often an important element of the retirement planning that we do for you is detailed projections showing how things might look depending on the choices you make.
Part of any good financial plan is appropriate risk management. Even the best strategy in the world could fall apart if you suffer a serious medical condition and can't work for 12 months. You may need to protect your income through Income Protection cover, or your family through Life Insurance. We can show you the options available and explore how you can obtain that protection at the best cost.
Need help developing an investment strategy to convert your savings and free cash flow into wealth and financial security? Firstly, we will look to understand your objectives, and then work to develop strategies to see those objectives met over time. We will then get together annually to check on progress, and liaise throughout the year as matters develop.
SMSF's appeal to those who want more control and flexibility of their superannuation savings. SMSF's have a wide range of potential investments - shares, term deposits, residential property, ETF's, Managed Funds and much more. SMSF's are part of the superannuation landscape. That means there are many rules that must be followed, and breaches can incur very serious penalties.
We are currently finding that most engagements are incurring fees in the range of $2,750 - $4,950. If you need help with an investment of under $50,000, our partners at Six Park may be able to help at very low cost through their digital advice platform. Learn about this service here. You may also be interested in having a read of some case studies based on real life clients that we've worked with over the years.
