Sydney Financial offers a bespoke service that will focus on developing solutions tailored to your specific needs. We can sit down with you to assess your current financial situation, discuss where you want to be in the future, and then use this information to design and implement a total financial life plan for managing your wealth in order meet your life goals.
Investment
- Financial independence; wealth creation – should I borrow to invest?
- Lifestyle goals
Accumulation and asset building;
- Where does my home fit in?
- Asset allocation growth assets vs income producing assets
- Risk vs return
- Establishing a trust
Tax Minimisation
Superannuation:
- How much do I need?
- Concessional contributions to superannuation
- Self managed super fund (SMSF)?
- Estate planning
Personal Risk
- Is my family protected?
- Term life cover (life insurance)
- Total and permanent disability cover
- Income protection cover
- Trauma cover
