Ongoing Service Program

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Ongoing Service Program.

Financial Planning is not a set and forget process.

Any change, big or small, can have a dramatic effect on your expected outcomes, risk factors and time factors on your financial plan.

Regular adjustment is the only way to ensure you stay safely and confidently on route to your original destination goal.


How it works.

We’ll meet annually to fine tune your plan and ensure it’s still tracking toward your end goal.

You can also get in touch throughout the year whenever you need to discuss an event that may affect your financial plan.


Why it's important.

Having ongoing access to your advisor means you remain accountable.
It means that the initial financial and time investment made into your financial plan is continually nurtured and maintained.
It means your financial plan is fluid and adaptable to changes in your circumstances, such as kids moving out of home, purchase or sale of an asset, retirement, or changes in the economic environment.
It means you are better supported to avoid any pitfalls and ensuing your financial plan continues to work hard for you, delivering you to your goals.


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15 Jun

The Guide to Testamentary Trusts

A testamentary trust is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s benefciaries from creditors, family law actions and providing flexibility in relation to the distribution of the estate.


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The ATO Guide to Super Contributions

There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called ‘contribution caps’.


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15 Jun

Protecting Family Wealth

Building Family Wealth takes time. But how easily can it be torn down in expensive litigation, legal challenges and regulatory and economic threat?


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