Solutions to Financial Health

Solutions to Financial Health

 

1. Setting Financial Goals

2. What does Solutions to Financial Health provide?

3. Helping you achieve your goals

4. Protecting your wealth

5. Why advice can make a difference

6. Consider your changing  circumstances

7. Create a savings pool for retirement

8. Overcoming redundancy

9. Find out if you finances are in shape?

10. When to start

 

1) Setting Financial Goals

 

Financial planning can help us evaluate your financial situation and allow us to determine  your objectives and goals.

 

Identifying your goals will set the scene to elaborate strategies to help you achieve them.

 

Our experience and knowledge of financial products will allow us to best match solutions in line with your personal circumstances and needs.

 

2) What does Solutions to Financial Health Provide?

 

• Budgeting

• Life & General Insurance

• Investments

• Aged Care Planning

• Superannuation

• Pensions

• Government benefits that may be available.

 

Financial advice removes the research time burden and the educational requirements to understand financial products. An experienced adviser will help you chose financial products in line with your personal circumstances and objectives.

 

 

3) Helping you achieve your goals

 

Saving for your children's education

Saving for your dream holiday

Saving for your dreamed retirement house

 

Ensuring that your finances are healthy, in order for  you to meet your living expenses and manage your debts, is important but also choosing the right investments to grow and save for the future is crucial. This can be a time consuming and thorough process where experience can make a big difference.

 

Solutions to Financial Health has over 25 years of industry experience which can help you get things right from the start.

 

 

4) Protecting your wealth

 

Life is full of surprises some of them can be challenging.

Being well protected can make a big difference and can protect

the future of  your loved ones and safeguard

your most valuable assets. 

 

5) Why advice can make a difference

 

If only then I knew what I know now.

 

Having witnessed the miracles and challenges that life can through at you I would say that being prepared can make a big difference.

 

Knowledgeable and experienced advice right from the start can put you several steps ahead and equip you to overcome that rainy day. 

 

6) Consider your changing circumstances

 

Reshaping your financial plan. New objectives and horizons on site.

 

• Brand new family member

• Overcoming an illnes or an injury

• Education

• Downsizing your nest as children become independent

• Assisting your parents as they grow older

 

We can readjust the plan for your changing needs. Nothing is set in stone. 

 

 

7) Create a savings pool for retirement

 

Find out the amount of funds that you will require for retirement.

 

Solutions to Financial Health can guide you  with pension benefits, centre link guidance, pensions and allocated pensions.  Because retirement should be more than just living we can also budget that dream holiday and lifestyle that you have more than earned.

 

Remove Longevity risk out of the equation. Ensure you don't outlive your savings.

 

8) Overcoming redundancy or changing jobs

 

Budgeting for that rainy day can be a career saver.

 

Ensure your super is taken care off and that your

insurance is not impacted.

 

That pay rise might be worth reinvesting wisely.

Perhaps revamp salary sacrifice or re adjust your investments.

 

 

9) Are your finances in shape?

 

Lets find out.

 

If you don't have a plan but you have dreams

and objectives lets build one. Contact Us.

 

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 10) When to start.

      Well it's never too early or too late.