|
Advice Packages
New Client Packages
Personal Insurance
Assessment
An evaluation of your current
financial position and resulting
risk insurance requirements will be
conducted. Factors that are taken
into consideration include your
assets, liabilities, ongoing living
expenses, children’s education costs
and your desires to leave an estate
for your family after you have gone.
You will receive a report which
outlines our recommendations on the
types and levels of cover required
and will generally address the
following insurances:
Simple Financial Plan
A simple financial plan can include
the personal risk assessment (if
required) and advice on one other
financial planning strategy, which
could include but is not limited to:
-
Superannuation consolidation
-
Savings plans - can include
gearing strategies
-
Debt recycling / optimisation
-
Debt reduction
Standard Financial Plan
A standard financial plan will
address all of your financial
planning requirements including
everything mentioned above and the
following areas:
Complex Financial Plan
A complex financial is required for
people who have complicated
investment structures commonly
incorporating trusts, partnerships,
companies and self-managed
superannuation funds.
Please Note:
Consultation with your existing
Taxation Adviser will be included in
each of the packages if required.
|
