Our Financial Planning and Wealth Creation Services
Cash flow management is the core to your financial fitness. Understanding how much you are spending and what you are spending it on can significantly impact the way you handle your money and your ability to save. At Fin Fit, we will help you create a regular savings habit that will set the ground work for securing your financial future. For more financial advice, please visit www.finfit.com.au
Peace of mind is a wonderful thing. There is perhaps no better feeling than knowing you and your family are totally safe and secure; that you are covered for whatever life may throw at you. Our customised approach to life insurance advice means you will receive the right combination of benefits and cover suitable for your lifestyle, while paying the least premium possible. There are many types of insurance and no two families are alike. We will help you secure maximum protection for you and your family, at an affordable cost. For more assistance with insurances, please visit www.finfit.com.au.
At Fin Fit, we will help you understand how your superannuation fits with your long-term goals. We will review your current superannuation and make sure it is working efficiently for you. Our strategies will give you a structured plan that could make a big difference to the lifestyle you ultimately enjoy in retirement. For more financial advice and assistance with your superannuation, please visit www.finfit.com.au.
Our experts in wealth management will review your present finances, your future financial requirements and ascertain your appetite for risk in order to to determine the right investment opportunities for you. Our investment strategies are formulated in such a way that you can track results against your investment objectives. Our team is always on the lookout for new investment opportunities that are lucrative and manageable. Our aim is to produce results for clients we can see day after day, and year after year. For more financial advice and investment assistance, please visit www.finfit.com.au.
Self-managed super funds (or SMSFs) are a great way of saving for retirement. Unlike other types of superannuation funds, a SMSF is managed by its members who, in most cases, are also the trustees. The members of a SMSF manage their funds for their own benefit and also take responsibility for complying with tax laws. Fin Fit specialises in setting up SMSFs and implementing investment strategies that will work for you. If you are not sure whether a SMSF is right for you, we can provide you with an overview of the factors you need to consider when establishing a SMSF. For more information about SMSFs, please visit www.finfit.com.au.
Though few people are in control of when they die, there are some things that we can control, such as the welfare of our family after we’re gone. Here are some basic estate planning questions to consider:
- Do I have enough savings to provide for my family’s immediate needs?
- Have I accumulated enough wealth for my family to then live comfortably?
- Do I have property to pass on?
- Who will manage my estate?
If you want a great retirement, you need to start planning NOW. We can help you formulate a plan to make the most out of your finances today, with strategies that monitor your progress against your retirement goals. Building an investment portfolio, long before your retirement years, will give you a better chance of financial comfort and a stress-free retirement. That being said, it’s not too late put a plan in place if you are nearing retirement age. Let us help you with the transition by identifying your goals, discussing possible income sources and guiding you in making the most out of Australia’s “transition to retirement” rules. To find out more about planning for your retirement, please visit www.finfit.com.au.
For further financial planning advice, please contact our financial advisors at Fin Fit Wealth Solutions.