Cashflow & Retirement Modelling
- Do you feel like you have control of the money flowing in and out of your household?
- Do you need financial advice regarding your surplus cashflow?
- Is your family in a period of growth or consolidation?
- Do you know if your wealth is enough to fund your life after work?
Superannuation & SMSF Review
- Do you have questions around how superannuation works and how to make the most of it?
- Is an SMSF appropriate for you?
- Are you with a fund with low-fees?
- How does your fund perform compared with its peers?
- Do you need financial advice to assess the risk you are taking for this stage of your life?
- Are your investment options in line with your philosophies?
Investment Advice
- Do you have goals that you would like to be saving towards?
- What asset classes would you feel most comfortable investing in?
- Are there types of investments that you would like to focus on or perhaps avoid?
- Do you require financial advice relating on structures to make your investments more efficient?
Personal Insurance Advice
- Do you have a backup plan if something was to happen to you or your partner?
- Have you ever considered the amount of cover that would be appropriate, or have you only used the default options provided to you?
- If you already have cover, when was the last time you compared you received financial advice to compare the top 10 insurers in Australia?
Need a team around you to get started?
- Do you have financial advice questions because you didn’t learn about this in school?
- Do you have lazy cash sitting idle in your bank account?
- Are you looking to escalate your wealth creation?
Are you already established and planning your next chapter?
- Would you like to move from Full Time to Part Time work?
- Do you want to spend more time with your grandchildren?
- Are you regularly day-dreaming about ‘life after work’?
Are you looking to collaborate on a project?
- Do you have a roadmap for where you would like to get to?
- Would you like financial advice to deviate from the well-trodden path?
- Are you at a crossroads and can’t decide which path to take?