Financial Planning Services

Next Chapter Financial Planning Services:

• Superannuation
• Income Stream (Allocated Pension and Annuities)
• Investment
• Personal Risk Insurance (Life, Disability, Income & Trauma)

I will also offer assistance and advice in retirement planning, transition to retirement, salary sacrifice, Govt co-contribution scheme, Centrelink strategies and existing portfolio reviews.

I help you:

• Explore your financial options and help you make smart decisions.
• Accumulate throughout your working life by adding value through advice.
• Understand investment.
• Understand your risk profile and an appropriate balance of investments to meet your risk v’s return expectations. This means the option to use both assertive and conservative type investment options (including fixed term interest).
• Understand financial impact of a death, disablement, sickness or injury and show you how you can safeguard your family.
• Improve your personal tax position and increase savings.
• Understand what your retirement is going to look like and what it could look like.

I understand that some financial concepts can be difficult to understand, so I often use diagrams and pictures to help you understand. I talk in simple to understand language and make it my goal to have you enjoy our first meeting.

General Advice Warning

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.