Two Mile Bay - Financial Planner - Life Insurance and Superannuation Specialists - Torquay

We all try to juggle work, friends, family, social expectations and our finances.

 

Time passes quickly and before we realise another year has ended and a new one has begun. We manage with what we have and the circumstances we are provided.

 

Most of us have hope that our financial future will come together. Whether it be retiring early, taking time off when you have children, reducing your work hours, taking a holiday every couple of years or ticking off items on that “bucket list”. Most know we should plan for these events but only few take that initial step.

 

Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

 

Planning for life and its ups and downs is the first step.

 

Our “wealth mentoring” session will equip you with practical tips, education and strategies on key financial concepts in order for you to gain clarity and confidence with your financial future. You can then take control of your finances instead of it controlling you.

 

Before our first meeting you will be forwarded a personal budget template and if applicable a business cash flow worksheet to complete before our scheduled meeting.

 

In our appointment we will discuss your current budget and answer any questions you may have. In this meeting you will learn about:

 

• Cash Flow, Budgeting and setting up your own personalised banking structure

 

At the end of this session, I will provide you some information flyers for further reading, a login to our Wealth Report.

 

At the end of this session you should have an understanding of your spending habits and how you are going to make your financial goals a reality.

 

By completing our “Sort My Budget” package, you will gain financial confidence to manage your income and expenses, know your goals and how you need to work towards them. . If you need further advice we can assist you to source a Financial Planner, Mortgage Broker, General Insurance Specialist, Estate Planning Lawyer, Stockbroker or your Accountant.

 

Call our office today to arrange your personalised “get motivated” wealth mentoring package.

 

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Please Note: these sessions are “General Advice” only. They do not consider your personal circumstances.

 

You have requested a “wealth mentoring session” with one of our financial planners to discuss your financial situation in a General Nature. This may include running over content from the Women’s Financial Education course or more information on how to set up a budget or banking structure. You may wish for us to look at your investments in your super and provide you with information on where you are invested.

 

General Advice Warning

Please note, the information (including taxation) discussed in our appointment is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional personal advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product

 

Tax Agent Warning

Please note that your adviser is not a registered tax agent under the Tax Agent Services Act 2009; and if you intend to rely on the information provided in our meeting to satisfy liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law, you should request advice from a registered tax agent