Want the best for your family
As a couple building a life together you will want the best for your family and 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 with your salary where we think tax savings can be made through salary packaging opportunities so that your salary is structured in the most efficient way and if possible maximise your family tax benefits. We will also provide mortgage advice and a strategy to accelerate the repayments so that it is paid off faster, while 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 assist you with the best way to save for your children’s education.
We will prepare a full insurance review to determine the amount of life, income protection, trauma and TPD insurance you need to ensure your family’s financial future is protected and is not affected by any unforeseen events.
We will assist you with the implementation of Wills and Enduring Powers of Attorneys, as an integral part of a financial plan is estate planning in the event of death. This is vitally important when you have dependents and it is more than just having a standard Will in place. The key objectives of estate planning are to ensure your intentions are clear and carried out in accordance with your wishes, and your accumulated wealth is distributed to potential beneficiaries in the most tax-effective manner.
Our friendly team would love to hear from you. Please click here to contact us.