We hear a lot about Superannuation, whilst it is imperative to have a retirement plan and Superannuation has a big part to play in this, you also need to consider some short to medium forms of wealth creation.
Together we can discuss some of the things you would like to achieve over the medium term, for example a deposit for a new home, pay off your existing mortgage, accumulate enough money to pay for your children's/grandchildren's education.
At Your Financial Advice, we work with you to achieve these goals by utilizing a number of investment programs we have available.
Superannuation is a popular vehicle to accumulate enough money to provide you with a financially secure lifestyle after you finish working.
At Your Financial Advice we have a number of different strategies to help you achieve your retirement nest egg.
Whether its a Self Managed Superannuation Fund, Retail Superannuation or an Industry Superannuation Fund will discuss your individual needs and make the appropriate recommendation.
If you think you may have a few superannuation accounts or lost super and wish to have them consolidated into one allow us to help with the process. By completing this form you are authorising us to conduct a superannuation search on your behalf.
A financial plan is only created after we have listened to you and clearly understood what's important in relation to your financial goals and security.
Your financial plan will incorporate a number of different aspects to your situation, these will include;
- Short term financial goals and needs - your wealth creation, payout of your mortgage, build a share portfolio, purchase an investment property, protect your income and family etc...
- Long term financial needs - Building a retirement Income, Estate planning, Will and Enduring Power of Attorney etc...
Your Financial Advice team have the qualifications, experience and desire to work for you in developing a plan that helps you achieve you goals whilst protecting you along the way!
It is great to have a choice about the legacy you leave, and a quality Estate Plan will give you peace of mind this will be taken care of.
We can provide you with a more tailored estate plan to give you the confidence of a the best outcome for your loved ones if something were to happen to you.
We will help you organise your Will and Power of Attorney documents through our expert lawyer panel.
Another important aspect to your financial planning and security is making sure the important things in your life are protected in the event of an unforeseen event.
Think about the need for insurance on your possessions like your motor vehicle and house, these things need to be insured as the consequences of losing them in a fire or theft would leave you emotionally and financially impacted.
Insuring your Income and your Life are equally if not more important, we would need to discuss these aspects of your plan too.
Give us a call
Your Financial Advice Pty Ltd (YFA) ABN No 30 638 165 723
YFA is a Corporate Authorised Representative of Nextplan Financial Pty Ltd
ABN 24 167 151 420 | AFSL 452 996