Financial Planning

One of the most complex areas of advice to clients is Financial Planning – as it need to draw on the complex areas of taxation, superannuation, Government Benefits, investment and other strategies.

Bruce Stockdale provides financial planning services as an Authorised Representative of Consultum Financial Advisers Pty Ltd. The Consultum Financial Advisers group provide invaluable support and resources to enable us to provide this service to our clients. Software and modeling tools, constant training, technical and legislative updates, research, access to a broad range of investment platforms and products are all part of the “back office support“ that let us concentrate on providing the answers you need to achieve your goals.

Areas covered include:

• Asset and wealth Accumulation
• Wealth Creation
• Superannuation
• Retirement Planning
• Pensions and Annuities
• Centrelink Benefits
• Investment Gearing

The Financial Planning Process

1. Determine the Facts

2. Set Realistic Financial Goals

3. Identify Options

4. Develope a Strategy tailored to your needs

5. Set the scope of the advice required

6. Implement your plan

7. Portfolio and Plan review