About Finlife Advice
At Finife we help everyday Australian's commence and manage their Investments, while protecting their families with tailor made insurance policies.
A financial plan can provide direction and discipline. When making long-term plans the first step is to set out your financial goals, which means deciding what you want to achieve and by when.
Many people find it easier to identify short- and medium-term goals of up to five years. These may include buying a bigger home, acquiring an investment property, saving for your children’s education or building a share portfolio. Long-term goals of five years, 10 years or beyond may be less precise, however they should also be reviewed regularly in response to changes in the markets, government legislation and your own situation.
A house by the sea, an overseas holiday, a comfortable retirement - whatever your plans are for the future, putting money in a savings account alone isn't going to get you there, nor is wishful thinking - or worse, no thinking at all. For most of us, reaching any sort of large financial goal means maximizing your opportunities and investing wisely. In other words, having a comprehensive financial plan.
What we do at Finlife Advice and how we can help you.
Our prospective clients can sometimes be feeling confused or overwhelmed with information overload and fear of doing the wrong thing or may simply have no strategy or understanding of how their money can work for them. In combination these things may lead to inaction, which is often costly and can be avoided by working with us to develop and follow a tailored, comprehensive financial plan.
Many of the benefits of working with a Finlife Advice are intangible, with our clients often feeling a sense of comfort, peace of mind and confidence around achieving their goals. This is where the true value of financial planning lies, and we believe this is recognised through developing and implementing a comprehensive tailored plan aligning your use of capital with what is important to you, and maintaining a disciplined approach around your future financial decisions, in accordance with your goals and values.
A Finlife Advice comprehensive plan will contain a strategy to invest over the long term in a diversified portfolio (which may include property, shares, or managed investments) with appropriate consideration of tax and investment structures; a clear, tailored strategy for debt reduction, spending, and saving, while continuing to build wealth through investments; an appropriate risk protection strategy; and consideration of estate planning requirements.
" MVP 2008 ADVISER OF THE YEAR " *2011 QLD Adviser of the Year*
*2011 QLD Practice of the Year*
*2012 Top Risk Writer - MacQuarie Life*
*2012 Top Risk Writer - BT*
*2013 Innovation of the year Award*
6th June 2006
Business/Key Person Insurance
Retirement Planning & Strategies