Financial Planning

 

A financial planner or personal financial planner is a practicing professional who prepares financial plans for people covering various aspects of personal finance which include: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, estate planning and business succession planning (for business owners).

 

The work undertaken by this professional is commonly known as personal financial planning. In carrying out the planning function, the financial planner is guided by the financial planning process to create a financial plan; a detailed strategy and product advice tailored to a client's specific situation, for meeting a client's specific goals. The financial planner considers all questions, information and advice as it impacts and is impacted by the entire financial and life situation of the client.

 

Two Mile Bay currently specialises in certain areas of financial advice including:

 

  • Insurance Planning

  • Risk Management

  • Superannuation Consolidation and

  • Management of Superannuation assets

  • Managed Funds

  • Retirement Planning

  • Cash Flow Management

 

We therefore do not provide advice for the following:

 

  • Investments

  • Direct Equities

  • Education Planning

  • Centrelink Advice

  • Tax Planning

  • Estate Planning

  • SMSF investments

  • Mortgages

 

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Phone (03) 52 615 557 | Mobile 0409 253 429 | Email advice@twomilebay.com.au
 

 Two Mile Bay Pty Ltd is a Authorised Representative of Millennium3 Financial Services Pty Ltd. Australian Financial Services Licensee—Licence Number 244252. For Financial Services Products only. For Australian Residents Only. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.