Financial Planning - CS Accountants
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FINANCIAL PLANNING SERVICES – GOLD COAST

 

Financial Planning is the process of providing you with comprehensive assistance and support from a qualified professional financial planner to  meet your  financial needs and objectives. While ensuring your finances are working at their optimum level today, and for the future, so you can build wealth, enjoy life and achieve financial security.

 

A common misconception is  that financial planners only provide advice on investments. Where in fact the role of a qualified professional financial planner is to look at all aspects of your lifestyle, goals and requirements and develop a financial strategy suitable for you.

 

So, no matter what stage of life you are at, we can recommend a strategy designed to  help you reach your financial goals effectively and efficiently. We provide the following services that will enhance your experience in developing a strategy for your individual lifestyle requirements. Our services include:

 

– Personal Insurances
– Debt Reduction Strategies
– Wealth Creation Strategies
– Pre Retirement & Retirement Planning
– Superannuation – Personal and Self Managed Super Fund
– Estate Planning (Personal Succession Planning)

 

No Cost & No Obligation

We commence our relationship with an initial appraisal which is cost and obligation free. This helps to identify the type and extent of assistance you require. We then together agree on the scope of a complete review of your personal and financial affairs, and provide advice on specific matters as identified.

 

To book a no cost and obligation free assessment of your financial planning needs please contact

Brett Thomas BCom (FP)
0421 760325

Brett Thomas is an Authorised Representative of Nexus Advice Pty Ltd Corporate Representative of Alliance Wealth AFSL 449221/ABN 93 161 647 007

 

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Our offices are located in Southport / Ashmore on the Gold Coast