Our Services
Financial Advice
Investment
Portfolio management, Investment Bonds, Australian Direct Shares, Exchange Traded Funds (ETF’s) and Managed Funds.
Superannuation
Retail and Self Managed Superannuation Funds (SMSF’s).
Debt Consolidation/Reduction Strategies
Provide advice on debt repayment strategies and can refer you to an accredited lending specialist for assistance with your lending needs.
Gearing
Borrowing to invest.
Estate Planning
For Wills, Enduring Power of Attorneys and Testamentary Trusts, we refer clients to a lawyer to prepare the document and can assist with the distribution strategies.
Structures
Family Trust, Company, Unit Trust, Self Managed Superannuation Funds.
Salary Packaging
Superannuation options, QLD Government packaging.
Personal Insurance
Wealth Protection including Life, Total and Permanent Disablement, Critical Illness and Income Protection. We understand that protecting yourself, your family and what you have worked so hard for is of the utmost importance. This is why we invest the time and effort to ensure that your financial position is protected from unforeseen accidents or illness.
What to Expect
When you first come to see us, we work with you to find out what your true goals are. We find that many people either don’t have specific goals set for themselves or the goals they have set are quite vague in nature. For example, you may come to us with the wish to retire at age 65 with $1 million dollars in investments. My question to you is, ok so at 65 we have $1 million then what? Money is merely a means to an end. We need to know what the end actually is. Using the example above; what is it that you really want to do at 65? The reason we need to know this is because, depending on what it is you actually want to do, the $1 million may be too much money or it may not be enough.
We work with you to set clear goals for the short and long term. We then cost your goals out and work out how much money you will actually need. At this point, we look at your current financial situation and then work out the different options that you can choose to achieve your goals and then in conjunction with you, help determine which of these options to undertake. With this approach, you have ownership of the process. At Wealth 4 Life we are in this for the long haul, we don’t set you up and then leave you on your own, we are there for you year in, year out, so that we can maximise the probability of you achieving your goals.
PROBLEMS WE SOLVE FOR OUR CLIENTS
DON’T KNOW WHERE YOU ARE HEADED
AGED CARE
Helping our clients with their parents Aged Care Needs
WHERE, WHEN AND HOW TO INVEST YOUR MONEY
INDEPENDENT THIRD PARTY
CASHFLOW ISSUES
BURIED IN PAPERWORK
DEBT ISSUES
INABILITY TO TAKE ACTION
LOSS OF INCOME DUE TO ACCIDENT OR SICKNESS
The advice provided on this website is General Advice Only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should contact an AVALONfs Financial Adviser who will ascertain
The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information on this website is no substitute for financial advice.
The advice provided on this website is General Advice Only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should contact an AVALONfs Financial Adviser who will ascertain
The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information on this website is no substitute for financial advice.
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Authorised Representative of
AVALONfs Pty Ltd
AFSL: 437518
ABN: 43 162 297 298
Phone: 1800 681 438
Email: admin@avalonfs.com.au