Where are you?
Every individuals needs are tailored to their desired lifestyle and the stage of life they are at. Therefore no two financial plans are the same.
Prioritisation
Goal setting
Perfect Week
What type of cover is required?
What level of cover is required?
What entities hold and pay for cover?
Family protection
Market Updates
Educational Seminars
Newletters
Managed Funds
Direct Shares
Asset Allocation
Risk Profiling
Exchange Traded Funds
Real Return Funds
Your Options and Pathways
Involving your Family
Home Care Packages to stay in your home
Aged Care and your Centrelink Age Pension
-Funding Residential Care
Referrals to Placement Agencies
Investment objectives and evaluations
Debt efficiency
Taxation benefits
Relationship to overall plan
Current repayments and opportunities to accelerate repayments
Current debt
Interest rate
Fixed or Variable
Family lifestyle objectives for retirement
Potential timing for retirement
Income requirements
Taxation planning
Options to retire earlier
Best utilisation of cash flow
Investment advice
Salary sacrifice (superannuation)
Accumulation of wealth for retirement
Asset protection
Powers of Attorney
Beneficiary nominations (Super)
Testamentary Trusts
Wills
Legal issues
Insurance
Valuation/ Accounting
Budget
Bill Paying
Savings
Potential for Wealth Accumulation
Every individuals needs are tailored to their desired lifestyle and the stage of life they are at. Therefore no two financial plans are the same.
You may be looking at:
Getting married
Your first home
Starting a family
Family health care
Business planning
Education
This is your consolidation stage:
Protection of your lifestyle
Healthcare
Investments
Tax management
Inheritance
Retirement planning
Long-term care planning
20 or more years before retirement:
Protection of assets
Debt elimination
Family healthcare
Helping your children
Retirement planning
Wills and trusts
Business exit strategy
Your time to relax and indulge:
Protection of your lifestyle and assets
Healthcare
Aged care planning
Inheritance tax mitigation
Gifting to family
Preserving your capital
Estate planning
https://agedcaresteps.com.au/wp-content/uploads/2018/09/Aged-care-adviser-video.mp4
Collaborative Professionals WA was formed as a group in February 2007 following training by the internationally renowned Marion Korn (founding member of the International Academy of Collaborative Professionals).
The primary focus of this Western Australian group is to develop and support a form of family law dispute resolution that is respectful, future focussed and operates outside of the litigation process.
Collaborative Professionals WA will work together with and draw upon the expertise of a range of trained professional helpers (e.g. Accountants, Child Experts, Financial Advisors, Lawyers) to assist people to resolve disputes about their separation, their children and their property and finances.
The members of Collaborative Professionals WA are committed to helping people resolve disputes in a non-adversarial setting.
www.collaborativeprofessionalswa.com.au
We all love to watch our elite sportsmen and women display their talents on the field and in the pool. But sporting success doesn’t lead to financial security. With the help of adviser Lawrie O’Neill, Rob Beveridge has created a lifestyle vision for life beyond sport which includes financial security.
Read the full interview with Rob Beveridge
“You can have a relationship that is just business-like, but we’ve developed a personal relationship. He understands my industry and professional sport; that’s helped me a lot.”
Rob Beveridge - Perth Wildcats Coach 2009 - 2013