As a busy professional, there will no doubt be a few questions running through your mind. At GPFC our goal is to ensure you achieve your goals. We will work through your cash flow situation identifying areas where we think tax savings can be made through salary packaging opportunities to ensure your salary is structured in the most efficient way. We will also provide mortgage advice. This may be a strategy on how to buy your first home or a strategy to accelerate the repayments to pay it off faster while always ensuring you have enough money available to achieve your expenditure requirements. We will identify your goals and objectives and will provide the structure and discipline to keep you on track along the way.
We will review your superannuation to ensure your investments reflect your correct risk profile and recommend strategies that will maximise your wealth.
We will prepare a full insurance review to determine the amount of life, income protection, trauma and TPD insurance you need to ensure your future goals are not affected by any unforeseen events. We will also assist you with the implementation of Wills and Enduring Powers of Attorney, as an integral part of a financial plan is estate planning in the event of death.
Our friendly team would love to hear from you. Please click here to contact us.