WHAT IS A FINANCIAL PLAN?
It's a plan that will enable you to reach your financial goals. It covers your income, your spending, your investments and superannuation with a specific focus of where you are today and where you want to be in the future.
Whether you're saving for RETIREMENT, a NEW HOME, A NEW CAR or trying to get yourself out of DEBT, without a professional FINANCIAL PLAN that considers taxation, business structures and the current economic environment, you're likely to struggle.
Each Financial Plan is specific to YOU. At KNIGHTSTONE we offer Financial Plans at a fixed price.
- Transitioning to RETIREMENT? What are my options?
- How do I minimise my TAX liability?
- What should I be investing in?
- Where should I be placing my money now so I can retire comfortably?
- How can I maximize my superannuation contributions effectively?
We can advise on all of the above.
Thinking of taking control of your Superannuation. Want to buy a property for your retirement fund. The number of people managing their superannuation through SMSFs increases year on year. More and more people want to take control of their retirement funds. SMSFs are the only retirement vehicles permitted to leverage for the purchase of real estate.
What the different options and how much should I be paying for Life Insurance?
Do I need Total Permanent Disability (TPD), Trauma or Income protection insurance?
We can recommend and advise on the best rated insurance companies and policies for your needs.
We've partnered with some of the largest LIFE INSURANCE companies in Australia and can arrange policies with premiums not directly available to yourself.
Contact us today to obtain a quote.
BOOK AN APPOINTMENT WITH ONE OF OUR FINANCIAL ADVISERS
Make a booking with one of our professional Financial Planning team members today.