Maybe that means a proper holiday here and there, a new car every couple of years, or the kids in a private school. If you are reading this on your PC, tablet or laptop, you're already doing ok. But you are probably in a position to make your financial situation better. We're here to show you how. Property, shares, Uncle Pete's racing syndicate, or a stamp collection?
Each of the hundreds of ways to invest your money has its pros and cons. Allow us to look at your situation and work with you to find the pathway that leads to a wealthier life. John has been working in financial planning for over 30 years and has a wide range of experience including personal insurances and Self-Managed Super Funds.
Each of the hundreds of ways to invest your money has its pros and cons. Allow us to look at your situation and work with you to find the pathway that leads to a wealthier life. John has been working in financial planning for over 30 years and has a wide range of experience including personal insurances and Self-Managed Super Funds.
Services
Personal risk: Illness and accidents can happen to anyone, at any time. The right personal insurance will make sure that you and your family are protected if you are unable to work for whatever reason. Legislative risk: We can't prevent changes in government, but we can structure your finances to take maximum advantage of current legislation and predict the impact of future changes.
There are hundreds of investment options out there. We help you carefully consider the risks so that you can put your money in the right place. We will work with you to reduce tax, minimise costs and maximise returns. If you are just starting out, we can work with you to build savings through simple budgeting strategies.
We start with where you are right now, considering both your assets and your income to best plan for your retirement, whenever that might be. Establishing achievable goals gives you piece of mind that you will maintain your standard of living in your later years. Our experienced team will structure your contributions to make sure you receive all available Centrelink benefits, minimise the tax you pay, and maximise the return on your investments.
The Home Loan Calculator is a handy tool that allows you to determine your loan repayments and associated fees. All you will need to determine your repayments is your loan amount, the interest rate and the length of the loan. The calculator can help you to decide just how big a loan your budget allows and just how long it will take you to pay it off.
