YOUR GUIDE TO FINANCIAL FREEDOM

Financial plans to get your entire financial house in order

 

Grow Wealth

Save Money

Secure Your Future

 

DON’T ACCEPT FINANCIAL FAILURE & CRIPPLING DEBT WITH NO FUTURE PLAN.

 

Break free from financial stress with less worry about your future.

Don't postpone your retirement. You've worked too hard for too long not enjoy your life.

Overcome financial confusion and avoid living pay cheque to pay cheque.

GET WISE WITH YOUR MONEY & TAKE CONTROL OF YOUR FINANCIAL FUTURE.

Make Money

Grow your wealth with an investment strategy tailored to you.

 

Reduce Stress

Live your best life with less stress and peace of mind that your finances are sorted.

Save Money

Control your spending and save money with better financial habits.

 

Seek Knowledge

Improve your financial knowledge and embrace the power in education.

Protect Wealth

Safeguard your future and protect against accidents and illness.

 

Achieve Goals

Your tailored financial plan is designed to help you achieve your values based goals.

ACTION PLAN

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Steps to Prosperity

Step 1: Discovery meeting.

Step 2: Create and implement your financial plan.

Step 3: Review and adjust your plan as your life changes.

Schedule a call

WE UNDERSTAND HOW CONFUSING THINKING ABOUT YOUR FINANCES CAN BE. WE HELP GUIDE YOU TO THE RIGHT PATH.

 
Tesimonials
Dave & Judith, Gen Y

“We have a young family and wanted to be smarter with our money and needed help with life insurance. We received affordable advice that looked at our different needs. We felt we could really trust Gerard who was very open, honest and conflict free which was important to us. We now have better habits, a plan for the future, insurance protection for our family, and an education funding plan for our kids.”

Wayne & Mary, Gen X

“Gerard has helped us with overall financial advice including property, investments, super and life insurance in preparation for our lead-up to retirement. Gerard is sincere, trustworthy and very ethical. All our financial decisions are made as a team. He makes us feel very supported and is always happy to go over areas that we do not fully understand. He is excellent at his job”

David & Jan, Baby Boomers

“As clients since 2015, Gerard has impressed us with his willingness to fully understand our financial requirements and personal needs, he listens intently, evaluates those needs and provides concise plans, and clear direction. A particular area of concern for us was “will we have enough regular income to retire?”, Gerard assisted us to define our cash flow and managed the draw-down of our pension so that it would continue to grow and not be depleted earlier than required.”

SERVICES

We help you simplify your finances and achieve your financial goals so that you can live your best life, free of financial stress. We consider all the services below when creating your financial plan.

Featured
Superannuation
Superannuation

A poorly performing super fund could cost you hundreds of thousands of dollars by the time you reach retirement age. You shouldn’t have to postpone your retirement because you’re a member of an expensive and underperforming super fund. We will review your super and contribution strategy, so that you can enjoy a super balance that reflects your hard work and provides a retirement lifestyle you deserve. Schedule a Call

Investments
Investments

Poor returns on your hard-earned savings could mean you may need to work longer and harder into the future. We know how overwhelming it can be thinking about how you should invest your savings. We have tailored investment options to suite your needs that are easy to understand and help grow your wealth. Schedule a Call

Cash Flow Management
Cash Flow Management

Most people have no idea how much they’re spending and with that comes a lot of waste of your hard-earned money. We will help you reduce and monitor your expenses so you have less financial stress and greater cashflow to grow your wealth. Schedule a Call

Retirement Planning
Retirement Planning

Don’t approach retirement under prepared and needing to work longer than you want. We will give you clarity about what retirement lifestyle you can afford and a plan to help boost your retirement nest egg so you don’t run out of money. Schedule a Call

Debt Management
Debt Management

Drowning in debt and spending all your cashflow on repayments? We understand how it feels and the distress it can cause. We will help you break free from crippling debt and start growing your wealth instead. Schedule a Call

Education Funding
Education Funding

Private school fees are jaw droppingly high. We understand that you want to give your children as many opportunities as possible. Start planning for this significant burden now with an education funding plan so that your children’s education doesn’t put you into financial distress. Schedule a Call

Life Insurance
Life Insurance

Accidents and illness are a part of life, and they could put your financial future at risk. A GoFundMe page isn’t an appropriate strategy to protect you and your family’s future. We will review your need for insurance (Life, Total Permanent Disability, Trauma, Income Protection) and recommend quality and affordable cover so that you and your family have financial protection when you need it most. Schedule a Call

Estate Planning
Estate Planning

Dying without a will or an estate plan could leave your family with complications, stress, and financial insecurity. We understand how difficult these times of loss can be and we don’t want your family members having to deal with additional grief. We’ll get your estate plans in order, and reflecting your wishes, so that you and your family can have peace of mind. Schedule a Call

 

Most people feel overwhelmed thinking about their financial future, so we created a one-page plan to get your entire financial house in order, so you can spend more time focusing on your relationships and living your best life.

FREE CASH FLOW TOOL

Start taking control of your spending and remove the waste. This tool gives you a breakdown of your expenses, calculates your savings rate and allows you to flag expenses that need to be reviewed.

Sign up to our mailing list and start using the tool today!

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