financial planning and insurances



FINANCIAL PLANNING,INSURANCES AND SUPERANNUATION

Our practice has arrangements to offer our clients financial planning and superannuation advice by qualified financial planner. We can also arrange for your personal insurances needs. When developing your financial plan, our qualified adviser will typically consider a combination of these strategies:

	Superannuation: contribution and withdrawal advice, Reasonable Benefit Limit considerations as well as potential superannuation opportunities.

	Tax strategies: income tax and capital gains tax considerations, perhaps potential negative gearing opportunities.

	Asset allocation strategies: reviewing your current portfolio of investments against an agreed benchmark with a mix of assets - shares, property, bonds and cash.

	Risk management strategies: insurance and estate planning considerations to ensure your income and assets are properly protected now and in the future.

	Social Security strategies: maximise your income support entitlements (where appropriate)