Financial Planning

Financial planning is essential so you can be assured that you are working towards financial security. We understand that you worked hard for your money so you want to protect it and see it grow.

You might be in the early stages of your career and wanting to build an investment portfolio with a view to purchasing your own home, or seeking to pay off your home while looking after your family.  You may be looking at your retirement options and planning for the freedom to make choices you have looked forward to.

Making a Financial Plan

We can take you through the financial planning process to help achieve your goals.  Many people find the process of making a financial plan much broader than they first imagined.  It is not just a question of telling you where to put your investments.  Rather, it is a tailored solution for you and your loved ones.

Here are issues we discuss with you to help make your tailored financial plan:

• Where am I now financially?
• What am I working towards and how do I achieve this?
• Protecting your loved ones.
• Work transitions
• Inheritance
• Retirement Planning
• Estate Planning

Superannuation

Superannuation is an integral part of your financial plan.  We help you look at your super options, what you can contribute and how your super can best work for you to provide a comfortable retirement.  Because we look at your entire financial situation and your needs and goals, we are best placed to help your super be an effective part of your financial plan.

Our Financial Planning Arm and Fees

Our financial planning services are provided through Stanley & Stewart Financial Planning Pty Ltd, as a corporate Authorised Representative of Politis Investment Strategies Pty Ltd.  A complete range of financial planning services can be provided, from advice on particular investments to wealth creation and retirement income strategic plans.

For more details please Contact us