Our Packages | Financial Planning

Not sure where to start with financial planning?

No need to stress, we have tailored financial planning packages designed for every stage of life. 

Discover

Our Discover package has been designed to help you set and reach goals which matter to you now. You may think it's not time for financial planning. We know that saving for retirement probably isn’t your number one priority. You have other things in mind. Whether it’s buying your first home or paying off the one you have, we have ways to help this happen sooner. You still have years of working ahead of you, and you need to make sure you both take advantage of, and protect, your largest asset – your income.

With financial planning, knowing the reasons behind your goals is crucial. A generic goal to pay off the mortgage won’t mean as much as using the extra payments to pay for an overseas holiday or a new kitchen. For the purposes of the longer-term, paying off the mortgage could mean you work less or try something new. The options are endless and with the right motivation, we can work with you to make sure you get there.

Your situation is as unique as you are, however our package will consider the following and work out what’s most appropriate for you:

  1. Budgeting and cash flow planning
  2. Goal Setting
  3. Savings plans
  4. Instalment Gearing plans
  5. Investment Properties
  6. Debt Consolidation
  7. Paying off your HELP debt
  8. Insurance Bonds
  9. Superannuation
  10. Self Managed Super Fund (SMSF)
  11. Salary sacrifice
  12. Planning for one income
  13. Education funding
  14. Insurance Planning

Build

Our Build package has been designed to help you maximise the years when you are likely to earn your highest level of income. It’s also often a challenging time, juggling family and other commitments. If your focus is on other things, it’s even more important to have the right advice and financial plan in place, and a team working together to keep you on track.

At this stage in your life, the have the most options available to you to build your financial plan. The need to minimise your tax and make the most of all of your hard work means that a combination of strategies will be best for you.

Your situation is as unique as you are, however our package will consider the following and work out what’s most appropriate for you:

  1. Budgeting and cash flow planning
  2. Goal Setting
  3. Savings plans
  4. Home Equity Loans
  5. Investment Properties
  6. Debt Consolidation
  7. Superannuation
  8. Transition to Retirement Strategies
  9. Insurance Bonds
  10. Account Based Pensions
  11. Self Managed Super Fund
  12. Salary sacrifice
  13. Pre-retirement gap year
  14. Insurance Planning

Enjoy

As you begin to approach retirement, you may thinking it's too late to start thinking about financial planning.

At this stage, your focus is on enjoying the fruits of your hard work. You may be a few years away from actual retirement, but it’s so close, the trade-off for saving for the future is now a short term reward. It’s crucial you spend time thinking about both your finances and your personal goals. Retirement is scary for a lot of people, after spending decades working and focusing on your career, the next phase can be daunting. Your retirement plan should be a mix of personal and financial goals. If you haven’t already retired, it’s time to start doing the things you always put off for one day when you have more time. The most successful retirement is a transition, where you slowly move from full time work to either part time or at least spending your non-working hours starting new habits in anticipation of retirement. If you plan to volunteer, you should start before you finish work, volunteering outside of your work time. If it’s a new hobby, start now, beginning the habits of the next phase of your life.

Your situation is as unique as you are, however our package will consider the following and work out what’s most appropriate for you:

  1. Budgeting and cash flow planning
  2. Goal Setting
  3. Debt Consolidation
  4. Superannuation
  5. Transition to Retirement Strategies
  6. Account Based Pensions
  7. Insurance Bonds
  8. Self Managed Super Fund
  9. Salary sacrifice
  10. Pre-retirement gap year
  11. Education funding for grandchildren
  12. Centrelink/DVA entitlements

Make an appointment online, call us on (02)62825474 or reach us via email at info@greenassociates.com.au.

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