Many people fail to reach their dreams due to unrealistic measures........... We will help you set achievable targets and keep you on track till you get there.
Many families find it hard to plan there future due to there short term focus. We will help you map out your future so you can build wealth over the long term.
You can find yourself overspending in retirement and your funds running out if you are not careful. We can help you plan your retirement so your funds last you longer.
Help and Guidance
We endeavour to please our customers through providing good quality advice to help them protect and accumulate wealth over the long term. Our process includes four steps -
We discuss your personal situation, your dreams and aspirations. What is of interest to you. We explain how we can help you and we detail our overall process further.
We create strategies to help you achieve your dreams via exploring your options and situation. Your personalised plan is a great tool to help you understand how to get to your desired goal.
As we are putting your plan in place we will keep you updated and engaged throughout the whole process. This will help you recognise when everything will go into force and how your strategies will come to life.
Investment planning, Gearing - Margin Lending, Dollar Cost Averaging
Protection
emergency fund, health , income, life, disablement, trauma, general
Debt Management
Consolidation of debt, home loan offset, repayment frequency, budgeting, debt recycling, deductible vs non-deductible
Centrelink
assets/income tests, pension exemptions, allowances/support, age pension
Retirement Planning
Income streams, investment, home equity drawdown
Taxation
Rebates, Reductions
Estate Planning
Wills, Beneficiaries, Power of Attorney, Testamentary Trusts, Superannuation
Why Choose Us
♦ Professional and award winning
Jaskarn Atwal - Senior Financial Planner B.Int.Bus DP(FP) ADFS (FP)
Leading lights award winner for exceptional service and advice.
♦ Held to High Standards
We continue to complete additional assessments and education above
and beyond what the regulator (ASIC) requires
♦ Quality solutions for you
Our advice strategies are backed by quality research and analysis
Your goals and dreams change throughout different life stages. Whatever stage you are going through, we can prepare strategies and solutions to suit.
Starting Out
No Direction, No Plan, No Strategy
Setting the Foundations
Establish Goals, Protecting your family, Estate Plans in order, Really Smart Super, Effective debt Management, Cashflow under control, Tax under control
Check Foundations, Refocus goals, How much funds will we need to retire comfortably, Focus on Super Transition to retirement strategies, Minimise tax, Investment Properties
Retire In Style
Clear goal, Estate Plan clear, Do we have enough funds to retire comfortably, Tax free pensions, Solid investment methodology
Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.
