We know where you want to go, now what?
Once we know the life you want to build, we need to make decisions. These decisions lead to taking action and my advice can help you take action in many different areas.
As a financial planner and mortgage broker, my advice can cover a lot
Scenario Analysis - Making sure you take the best route that suits your longer term plan
Strategic Advice - Being smart on how you structure your income, assets, liability and cashflow to get better outcomes from investment, tax and management point of views.
Cashflow - Managing your day to day money effectively and efficiently
Loans - Home Loans, Investment Loans, Share Loans
Debt Management - Making sure you have strategies in place to manage your debt the right way
Property Investing - Helping you make a better property investment decisions
Share Based Investments - Direct Shares, ETFs, Managed Funds
Alternative Investing - Commercial Property, Private Equity, Geared Investments - there are many other options from traditional investing that we can explore
Superannuation - Retail, Industry and SMSF Funds
Borrowing Inside Superannuation - Sometimes it is wise to consider borrowing money to buy assets like Property.
Insurance - Personal and Life
Estate Planning - Wills, Trusts, POA
As you can see there's lots we will cover but the important part is the first bit - Building the life you will value.