Financial Planning Services
Focus on the destination…
For most of us we have a picture in our minds of what life after work looks like – gardening, golf, cruising, grand-kids, health and fitness. The sad reality is that many retirees will need to rely on the government for some sort of assistance. At Future Accountants & Advisers our goal is to lower that number as much as we can and it starts with YOU. We are passionate about creating strategies for you that guide you on your journey to the destination you deserve.
Financial planning plays a starring role in helping individuals get the most out of their money. Careful planning can help individuals and couples set priorities and work steadily towards long-term goals. It may also provide protection against the unexpected, by helping individuals prepare for things such as unexpected illness or loss of income.
We know that every individual and family is different. That is why we custom tailor our Financial Planning Services to your stage in life and your destination of what it is that you would like to achieve. Put simply, we produce for you a tailored report that illustrates what your future financial position might look like based on your current financial circumstances, life goals and needs.
Using information such as:
- your likely retirement age
- household income and expenditure
- current assets and liabilities
- superannuation balance
We are able to map out a LIFEPLAN and visually demonstrate how much you can afford to spend or invest today in order to provide for a better financial future.
This will give you a clear guide of how much money you will need in retirement, an estimate of how much money you’ll have in retirement if you stick on your current path, and a roadmap of how to ensure you get to your chosen destination and have the retirement that you deserve.
We’ll save your Wills, Insurance Documents, Powers of Attorney, Loan Documents, Tax Receipts – all in Xero Cashbook for you and your financial adviser to access anywhere, anytime.
Your Next Steps
We are Wollongong based and provide solutions for clients Australia-wide.
Contact the FutureAA team on 1300 528 723 for a free, no obligation 30 minute chat to chart your current and your future road maps. See some simple strategies that could change your FUTURE forever. Alternatively, you can email our office at firstname.lastname@example.org to request your phone consultation.
This could be the MOST important meeting you ever have.
Future Accountants and Adviser Pty Ltd is a Corporate Authorised Representative (No 464958) of MyPlanner Australia Pty Ltd AFSL No. 345905