Financial Planning Services

What is Financial Planning*? Well simply put it is when a Financial Planner applies a range of measures designed to improve and protect someone’s wealth and lifestyle whilst bearing in mind their individual situation, goals and preferences. This often involves a combination of advice on increasing tax effective returns on investments, reducing costs in the short and longer terms as well as asset protection.

Investments can play a large part of financial planning, but equally so can the right Asset Ownership structures for better tax minimization, better protection or for better leverage for finance purposes depending on your stage of life, earnings and risk profile. Retirement Income Plans tend to be more on someone’s mind in their 50’s and 60’s, though should be planned for as early as possible.

Accountants and More assist with:

• Setup and Administration of Self Managed Super Funds (SMSF)
• Setup of Family Trusts, Unit Trusts, Discretionary Trusts, etc.
• Centrelink benefits and correspondence
• Assistance with Lump Sum withdrawals
• Advice on Property, Shares and Investments
• Capital Gains Tax Advice, Asset Protection and Personal Insurance
• Advice on Financial Services such as Finance and Leasing