Are you looking for financial assistance and advice that you can trust and that doesn’t over complicate things for you?
RETIREMENT PLAN
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
ESTATE PLAN
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
INVESTMENT PLAN
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
Income Plan
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
DEBT PLAN
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
RISK PLAN
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Our Services
Consider your financial objectives. These may be retirement, debt reduction, children’s education… read more
In addition to providing financial security in retirement, superannuation offers significant taxation… read more
The dilemma for business owners who want to pass their business activity on to family members… read more
Fundamental Financial Planning Pty Ltd utilises a core portfolio and satellite portfolio methodology… read more
Tax is a part of life. However, without structuring your affairs appropriately, you may end up… read more
Have you unwittingly made the Commissioner of Taxation a beneficiary of your Estate? Estate planning… read more
This information on this website is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a Fundamental Financial Planning who can consider if the strategies and products are right for you.