Financial Planning
What is Financial Planning?
It’s all about setting your goals and creating a plan to achieve them.
Whilst investments maybe part of achieving your goals, they are only a small part of the pathway to financial security. Understanding your strategy to becoming debt free is equally important as is minimising tax and maximising superannuation contributions.
The real goal is to achieve a comfortable retirement based on your desired lifestyle.
How much does a Financial Plan cost?
- FROM $2,500 to $5,000+ depending on its complexity.
- As a guide our average fees are in a range of between $2,500 and $4,000 to develop your financial strategy.
Why should I pay for Financial Advice?
If you were sick, you would seek the advice of a doctor and if your finances are failing in achieving financial security, you must seek professional help to correct that failure.
Should you require any further information or have questions you would like answered please feel free to call either William or Wayne directly on
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