FINANCIAL PLANNING
WE CAN HELP YOU MAKE BETTER DECISIONS ON HOW TO CREATE, PROTECT, AND ULTIMATELY ENJOY YOUR MONEY.
Through our Partnership with Direct Wealth Advisers we will help you:
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Create - To build your wealth by utilising opportunities available to you now and into the future.
Protect - Create strategies to ensure your income continues and your family's lifestyle is protected in case of unforseen events.
Enjoy! - You are unique! We want you to help you live your dreams and enjoy your retirement.
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Our financial planners are members of the FPA (Financial Planning Association of Australia Limited) and follow the rigorous Code of Professional Practice that the Association requires. We always aim to meet and exceed these professional standards and are committed to achieving the highest standards through our collective conduct and continuing professional education.
Our Services Include:
Wealth Creation & Investment Advice
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Our financial planners can talk to you about your investment objectives, both short and long term, assess your current financial position and recommend appropriate investment options to help you achieve those goals.
Superannuation & Retirement Planning
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How much you need to enjoy a comfortable lifestyle in retirement will depend on a number factors. We will discuss realistic and practical options to ensure you can enjoy a safe, comfortable retirement.
Self Managed Super Funds
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Control, Flexibility, and Choice - the 3 main reasons for establishing your own SMSF. As the fund trustee you need to consider your fund's investment strategy and where your funds asset's are invested. Our planners are experts in this area and will assist you with these important decisions.
Personal Insurance
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Our professional risk advisers can help you work out the right type and amount of insurance for you and your family. They can also help you structure your insurance so that it minimises tax and meets your cash flow needs (i.e. holding your insurance through super)
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Call us today at 07 3816 2777 or send us an enquiry, and we’ll get back to you shortly.
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We look forward to working with you!
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The Gibb Accountants Team