Protect, accumulate and maximise your wealth.

Transcription

1 Protect, accumulate and maximise your wealth.

2 Accumulator. Set a Solid Financial Foundation. Financial Planning is not just for the rich; it s about getting the most out of the money you have. That s why it s important to start as early as possible with the right strategy to ensure your financial future. And at Resolve Financial Planning we help clients who are just starting to make major financial decisions. Whether you re starting off on your career, perhaps thinking of buying a house, or have just bought one. If that s you, then proper wealth protection mechanisms are a must as well as sound financial strategies with an eye on managing debts and financial health. How we can help you set a solid foundation for your future. Debt reduction strategies Superannuation investment Superannuation management and administration Contribution advice, including salary sacrificing Income protection Asset and wealth protection Investment and gearing strategies Wealth creation and savings plans Debt management and cash flow Your plan comes with ongoing support. Up to two appointments per year to review your plan and make modifications as required Twice yearly portfolio updates Subscription to our Resolution quarterly newsletter Ongoing phone and access to your financial planner Assistance with any insurance claims if they arise Cash flow and budget meetings (as required)

3 Take control of your financial future. At Resolve Financial Planning we firmly believe that everyone can benefit from sound financial advice, no matter their life stage or lifestyle. And since we began operations in 2005, we ve helped our clients maximise their wealth and build a strong financial path for their future. Part of our success stems from our understanding that every client is unique. So when you partner with us, you know you re getting advice that s tailored to your individual needs advice that evolves as your lifestyle does. We pride ourselves on providing honest service and guiding our clients to ensure they are protecting, accumulating and maximising their wealth. And while we re here to help you get the most out of your money, we also make sure we understand your aspirations and life objectives to make sure we re giving you advice that s going to suit and enhance your lifestyle for the long-term. And of course, all our services are delivered in the most professional, timely and respectful manner by our Financial Planning Advisers who are; Passionate about financial planning and dedicated to help empower their clients Relentless in their pursuit of the best financial outcomes Authentic and driven to help clients achieve their goals. Working with Resolve Financial Planning you ll have access to our team s industry leading qualifications, strategic relationships with accountants, mortgage and finance brokers, lawyers and other industry professionals. And our dedicated support team helps ensure you only get the highest level of service. But it doesn t stop there. We frequently review our client s plans and keep in regular contact to ensure you re continuing to get the most out of your relationship with us. That s our commitment to you.

4 Lifestyle. Enhance your Lifestyle. Taking your lifestyle to the next level comes hand in hand with the right financial plan. If you re closing in on the peak of your career, travelling more frequently or increasing your leisure activities then we can help you obtain more lifestyle choices through strategies that will maintain and increase your wealth. We ll help you protect the assets you ve already worked hard for and promote your wealth by maximising your current situation. How we can help enhance your lifestyle. Debt reduction strategies Personal, family and lifestyle protection Income and asset protection Superannuation portfolio advice Superannuation administration Basic investment advice and savings plans Education funding Tax planning strategies SMSF portfolio advice Estate planning strategies Complex investment strategies Budgeting and cash flow management Retirement strategies Your plan comes with ongoing support. Offer of two appointments per year to review your plan and make modifications as required Twice yearly portfolio updates Subscription to our Resolution quarterly newsletter Ongoing phone and access to your financial planner Assistance with any insurance claims if they arise Twice yearly cash flow and budget meetings (as required)

5 Transition. Enjoy your golden years. Resolve Financial Planning can help you evolve from working life to retirement. By understanding your goals and objectives we ll create wealth strategies that ensure your smooth transition from wealth creation to wealth realisation. We analyse your lifestyle goals next to your financial goals to ensure you can achieve both comfortably. All the while we ll be tracking, reviewing and managing the progress of your financial goals to secure a retirement you deserve. How we can help you transition to retirement. Superannuation portfolio advice Superannuation management and administration Transition to retirement strategies Re-contribution strategies Pension establishment Estate planning SMSF portfolio advice Complex estate planning Centrelink maximisation Your plan comes with ongoing support. Up to two appointments per year to review your plan and make modifications as required Twice yearly portfolio updates Subscription to our Resolution quarterly newsletter Ongoing phone and access to your financial planner Annual transition to retirement re-balancing

6 1/131 Hasler Road Osborne Park WA 6017 Phone resolvefinance.com.au