Whether you are married or partnered with no kids, planning kids, a single parent or a family there are challenges to keep everything on track.
You have no time to create the lifestyle you desire and you have a number of competing financial goals – buying or upgrading your home, paying off your mortgage, educating the kids and taking a family holiday.
How can you have it all?
What we provide…
- Full review and analysis of current position.
- Product comparison using independent product researcher, ‘Chant West’.
- Detailing and understanding your financial goals.
- Assessing the best strategy for you to achieve these goals.
- Creating a comprehensive and legally compliant advice document to:
- Articulate your goals and objectives;
- Detail strategies to achieve these goals and objectives;
- Provide comprehensive and reliable projections showing how you can achieve these goals (using our Goals and Retirement Projection Tool);
- Gain access to our ongoing service. You choose the communication method. Email, meetings, Skype, social media.
- Provide access to our Managed Discretionary Account (MDA) Service.
- If required, gain access to our budgeting review service.
We monitor and motivate your budgeting skills and discipline, including updating any investments and reviewingefficiency and effectiveness of any strategies. We also monitor steps taken to achieve your goals and projections to make sure you are on track.
What strategies we can advise on with KWS…
Debt reduction plan and implementation.
Kid’s education investments.
Insurance, family and income protection strategy.
Superannuation – co-contribution/ salary sacrifice.
Wealth creation strategies with a focus on achieving your long-term financial goals and managing risk with tax control in mind.
– Dollar cost averaging investing.
– Gearing and protected gearing.
Kelly Wealth are not able to provide specific tax strategy recommendations and we strongly urge you to seek independent advice from a qualified Tax Accountant or Adviser. We are very happy to work with your own appointed Tax Professional to achieve the best possible outcome for you.
You can walk away knowing you have…
Taken away the stress, worry and time by having someone look after it for you.
The ability to clear your home loan earlier and achieve your financial goals sooner.
Peace of mind knowing your family is protected by reliable insurance.
More time and the ability to really ‘have it all’.
What to do next?
Contact us for a cost and obligation free initial meeting.