Financial Planning
As Tax planning financial planning advice is critical to an individual. It is vital for every Australian to have a financial plan in place.
The sooner the better.
The longer you delay your financial planning, the harder it can be to achieve your long – term goals. So don’t put it off.
You should talk to us when:
- You want a strategy to achieve your financial goals.
- Your personal circumstances have changed, or are about to change ie. Leaving your job, marriage, children, receiving an inheritance or buying a home.
- You want to know how much you will need for retirement to support the life that you can currently enjoy.
- You’ve been thinking about investigating long – term but you don’t have the time or resources.
- You’ve insured your home, car and health, but haven’t insured your income.
- Your existing life insurance cover isn’t enough to protect your family.
- Its time to capitalise on investment opportunities and review your current investments.
We are also able to provide :
A Comprehensive Service
Financial advice on a broad range of issues affecting the way you live today and the way you want to live tomorrow.
TAX EFFECTIVE INVESTING:
You may want to start a saving plan; supplement your income or grow your existing portfolio. You should consult us.
SUPERANNUATION:
Weather you want to start investing in superannuation as a long term savings plan, roll over an existing super fund or even commence your own super plan, we can help you understand your options and recommend effective strategies to meet your retirement goals.
RETIREMENT PLANNING :
We can help you plan for retirement and maximize your retirement income to achieve the life style you want in the future.
BORROWING TO INVEST :
Borrowing to invest also known as leveraging, this can be a powerful strategy as part of your financial plan. Leveraging can also work to grow your financial assets faster than may be possible through more conventional investments. It involves a certain degree of risk, so we can suggest the level of investment that will be suitable for you and your risk profiles.
LEGAL DISCLAIMER :
All the financial planning services provided under P.B.H.Wealth Creators Pty Limited and Faisal Shamsi currently is licensed with ASIC under the umbrella of Morrison & Carr Australia Limited.
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