FREE INITIAL CONSULTATION?

Posted on April 17, 2019

So what is on offer to the friends, family members, business or work colleagues of our loyal clients?

Referral’s from our valued clients will be entitled to a FREE initial consultation with one of our expert Financial Advisers!

WHAT DOES THE FREE CONSULTATION ENTAIL?

Answer any questions and concerns you may have
Discuss your goals and objectives and what you would like to achieve in the short, medium and long term
Go through a financial fact find to understand you and your situation better
Comment around your current financial situation and provide general advice
Test your risk profile to see how risk adverse you are
Discuss ways that we may be able to assist you in the short, medium and long term.

SOME OF THE AREAS WE MAY BE ABLE TO ASSIST YOU IN ARE:

Wealth creation – Establishing a regular savings regime to build wealth over time.
Insurance – Ensuring you and your family are covered financially in case of an unfortunate event.
Retirement planning – How you can prepare for retirement, what strategies should be implemented before you exit the workforce. If you were to retire now, how much pension would you receive.
Superannuation Review – To ensure your superannuation is invested according to your attitude to risk. Ensure you are paying only one sets of fees (consolidation of supers), and to ensure your super is managed appropriately.
Aged care – Assistance with fees, options and strategies to ensure you are left in the best possible position.
Pensions – How much pension will/can you receive in retirement, what are your options in drawing a pension from super, how much pension will you receive from super and from the Government.
Salary packaging – setting up salary sacrificing, how much can you salary sacrifice each year. What other salary packages are available to you.
Tax planning– Assisting in ways to minimise the tax you pay.

Only if you wish to engage in our services, we will then provide you with a Statement of Advice document, which provides specific recommendations for your circumstances.

Building Wealth In Diversity

By Financial Foundations | 03/10/2019

What a difference a year makes. In recent months, Australian shares hit a record high, the Aussie dollar dipped to levels not seen since the GFC and interest rates were cut to historic lows. Towards the end of 2018, shares were in the doldrums and while experts agreed the Aussie dollar would go lower most tipped the next move in interest rates would be up.

Summer 2022

By Financial Foundations | 02/12/2022

The big story on the global economic front continues to be inflation, and how high interest rates will go to tame it. November began with the US Federal Reserve hiking its federal funds target range by another 75 basis points to 3.75-4.00%. There are signs the tough approach is working, with the annual rate of inflation falling from 9.1% in June to 7.7% in October.