We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle
He wants to protect his family if something happens to him. Over the years his salary has grown considerably with his experience and seniority. He wanted to explore a financial independence retire early strategy, review his insurance (which was part of his superannuation) and consider investment options for the long term. We were able to provide him with a variety of strategies to build wealth and to save for his families future, which involved some new investments and a change in his existing superannuation. We reviewed Bryden’s insurance and he decided that he needed an additional type of cover and higher coverage on his life insurance and TPD. We were able to find policies that were value for money and met his protection objectives. We considered whether these policies should be linked or separate and funded inside or outside superannuation.
We provide a broad range of financial planning and advice to our clients.
Book an appointment now to learn how we can help you achieve your financial goals.
An initial discussion has no cost and is obligation free.