Your Financial Journey
×
What's important to you?
- What's important to you about your family?
- What do you value most about your lifestyle?
- What's important to you about your health?
- What are your career goals?
- How do you feel about your investments?
- How would you describe your ideal retirement?
- How important is financial protection for your loved ones?
- What are your estate planning and legacy goals?
- What is important to you about your community?
- How important is peace of mind regarding money?
×
Where are you now?
- What are your Assets or what do you own?
- What are your Liabilities or what do you owe?
- What is your Income or what do you earn?
- What do you spend regularly?
- How much do you save regularly?
- Do you make additional superannuation contributions?
- What loan commitments do you have?
- Do you use any Business Structures?
- Do you have Wills & an Estate Plan?
- Do you have an Enduring Power of Attorney or Guardianship?
×
What's getting in your way?
- Could you be paying less tax?
- Do you lack a structured investment process?
- Are you paying excessive fees?
- Do the right people or entities own the right assets?
- Is your investment risk managed appropriately?
- Are your family at risk from premature death or disability?
- Is your estate planning incomplete?
- Are you missing strategic planning opportunities?
×
How can you improve your future?
- Understanding your future cashflow
- Lower tax liabilities
- Evidence based portfolio construction
- More reliable investment returns
- Improved retirement income reliability
- Utilising all available financial strategies
- Improved ownership of assets
- Comprehensive estate planning
×
How much better could your future look?
- Clear projected financial improvement
- Increased future assets
- Lower tax liabilities
- Lower investment fees
- Increased retirement income
- Correct assets ownership
- Adequate family insurance protection
- Sound estate planning outcomes
×
Are you on track?
- Can your lifestyle goals be achieved?
- Can you expect to do the things you enjoy?
- Will you spend your time with those you care about most?
- Are your assets managed so as to provide peace of mind?
- Are those you love adequately protected?
- Will your estate wishes be met?
What's important to you?
Where are you now?
What's getting in your way?
How can you improve your future?
How much better could your future look?
Are you on track?