-   SERVICES   -

RETIREMENT PLANNING

Preparing for retirement can be a daunting prospect. On a daily basis we are asked the question 'how much do i need to have to retire?', unfortunately the answer to this question is not the same for everyone. Through discussion, we help you to determine your needs in retirement ranging from the costs of day to day living, to the overseas trips you would like to take during retirement - ultimately coming to a figure of what assets you will need to support your goals. Our goal is to assist you to simplify this process, at the same time implementing strategies to maximise and improve your retirement position. 

WEALTH CREATION

We can assist you to build your wealth during your working life through a number of different planning strategies. Whether it is your goal to pay off your home, save for retirement, or purchase an investment property, we are committed to working with you to see the best outcome achieved for you. Whatever your age, we can provide the education and tools you need to improve your current situation and expand your future opportunities.

INVESTMENT ADVICE

Investment advice is complex and provides an infinite number of options.  The right option for you is dependent on a number of factors including your investment goals, your attitude to risk, your current situation and your financial plan.  We will talk you through how we can simplify the choices and implement the right investment strategy for your situation.

BUDGET PLANNING & DEBT REDUCTION

We understand that debt can be overwhelming and if you are having difficulty managing your debt, we are here to help you. It is important to not avoid the issue of debt and by working together to better understand your budget position, we are able to assist you to create a sustainable repayment strategy, manage repayments and look in to debt restructuring or consolidation if appropriate.

PERSONAL INSURANCE

We are passionate about personal insurance. Too often we hear of individuals and families who are financially crippled as a result of accident, illness or injury, due to being uninsured or underinsured.  Having the right policies in place for you and your family enables you to focus your time and energy on what is most important in these times; each other.

PERSONAL & CORPORATE SUPERANNUATION

Superannuation is one of the biggest investments most Australians will make in their lifetime, outside of their own home. There are a range of factors which determine a good long term super strategy i.e. investment options, fees, as well as maximising available contributions. Ensuring your superannuation is structured appropriately can vastly improve your financial position when you reach retirement.

SELF MANAGED SUPER FUND

We have the specific experience and expertise that is required to be sure that your SMSF is in good hands.  A Self-Managed Super Fund provides you with flexibility, however it can also carry significant responsibility.  We will ensure that you have the right advice you need to maintain your SMSF and make sure that your Superannuation is taking you in the right direction.

© 2018 Broadland Financial Planning. All Rights Reserved.

Broadland NE Investments Pty Ltd (ACN 158 021 357), ATF Broadland NE Investments Unit Trust (ABN 83 314 682 686), trading as Broadland Financial Planning are authorised representatives of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee and Australian Credit Licensee. 234665

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Disclaimer

Any advice in this website is general in nature and is provided by Broadland Financial Planning. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on this advice, you should consider the appropriateness of this advice having regard to those matters and consider the Product Disclosure Statement before making a decision about a product.

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