- Your current financial strategy
- How to create passive income
- Minimise tax
- Prepare for retirement.
Resources To Help You On The Journey
Financial planning advice is ‘lifetime advice’. To help you gain a general understanding of certain concepts and the application of simple strategies, we have developed a series of educational guides to help you through every stage of your life.
Cashflow Management
Insurance
- Business insurance – Protect your assets
- Help protect the primary care-giver
- Help protect your family’s living standard
- Help protect your income
- Life insurance myths busted
- Make life and TPD insurance more affordable
- Meet business expenses
- Planning for the unexpected
- Protect your business ownership
- Protect your business’ revenue
- Protect your income
- Treat beneficiaries equitably
Investing
Super
- Contribute to super and offset capital gains tax
- Convert business capital into tax-free retirement benefits
- Convert your super into a tax-effective retirement income
- Make insurance more affordable
- Make tax-deductible super contributions
- Sacrifice pre-tax salary into super
- Top up your income when cutting back work
- Top-up your super with help from the Government
