At WellAdvised, we are committed to providing objective, independent advice to create a financial plan that is designed to suit your specific needs.
Our services include:
Financial Planning
We’ll work with you to develop a personal financial plan, and provide you with advice and regular planning and progress sessions designed to help you stay on track, and manage your money and budget well. We can also show you how to make positive changes in the way you approach your finances that will make your financial profile really start to sing!
Business Advice
Find out how to bring together all aspects of your business’s financial profile, with a focus on cashflow and income management, debt and debt management and risk insurances, as well as the best approach to take for profit maximisation, tax optimisation, asset protection and succession planning. We can also advise you on tax planning and the appropriate structures (trusts, companies etc) to hold your assets and business.
Retirement Planning
It’s never too early to start planning for retirement! Whatever life stage you’re currently at, we can provide you with the advice you need to plan your immediate future, and help you decide when and how to start to make the transition from working life to retirement, as comfortably and successfully as possible. Ask us which Centrelink and/or other government benefits will work for you.
Home and Property
We can advise you on all forms of property purchasing, including residential homes, investment properties and commercial properties. Talk to us about buying your first home, family home, retirement home, or dream home – and find out how to decide what to buy, as well as how much to spend, how to borrow (and how much!) and how to repay the debt if you want to make property investment work for you.
Superannuation
We specialise in industry superannuation funds and self-managed super, so can give you the advice you need to make your future super… super! Find out about investment options, contributions, and how to best manage your superannuation fund, so that you are as financially secure as possible in your retirement.
Investments
Learn about the different types of investments, what kind of investment might be right for you, and how to manage your investment/s so that you can minimise risk and maximise your hard-earned dollars. We’ll support you with your property investment strategy and decision-making, as well as provide share investment advice and support on cost effective index funds, ETFs and direct share portfolios, so that you can invest in shares and manage your own portfolio successfully.
Debt Management
Get advice on borrowing effectively and repaying your debt, and learn how you can save money on debt repayments and minimise your interest. Debt management is a key part of your financial plan, and we’ll help you understand that if you get your debt right… financial security will (eventually!) follow.
Life and Disability Insurance
Find out how to insure yourself against a loss of income or earning ability, so that life for you and your loved ones can go on with the quality you want, even if something unwanted happens. We’ll provide you with current and independent advice on the amount of cover you may need, and help you apply for commission-free insurance policies.
Estate Planning
Ensure that your wealth goes where you want it to, and get advice on superannuation benefits, family businesses, assets and more. We can help you clarify your estate planning objectives, and help you instruct a lawyer to prepare the appropriate legal documents (Wills, Powers of Attorney, Agreements, Deeds etc).
If you’d like to find out more, Contact Us to discuss how we can help you achieve your financial goals. Or book your first session if you are ready to get started.