We provide financial planning advice to lotto winners.
Understanding your purpose, your money story, your money mindset, so we can build a blueprint to achieve your goals.
We outline your options, so you can make an informed decision.
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Financial Advice for Retirement
Are you about to retire or have just retired and need assistance with your finances?
We work with you to make sure you live a comfortable retirement while looking to maximise any social security benefits & entitlements.
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Financial Advice for Divorcee/Widow
Are you a divorcee or widow and are unsure how to organise yours and your family’s finances?
We are here to help ensure you have the right structure and plans in place to assist you going forward
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Financial Advice for Business Owners
Small business owners often have busy & complicated lives. They are required to succeed in a variety of responsibilities from managing staff, monitoring cash flow, to developing client relationships. This may leave very little time to consider their own personal or long-term financial goals. Having a financial planner to take care of financial details can ensure you have enough cash flow to meet your personal living expenses & free you up to focus on making your business successful.
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Financial Advice for doctors & dentists
We know, that many doctors are so focused on their patients, they simply don’t have time to think about their financial needs.
Doctors often neglect to leverage their earnings & miss opportunities to build wealth.
Or they rush into the latest tax minimising schemes without giving due consideration to the risks.
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Financial Advice for Pilots
The airline industry has been upended by the COVID-19 pandemic.
Among those hardest-hit are pilots. Over the past few months, multiple airlines have offered early retirement & redundancy packages to their pilots.
In our conversations with pilots navigating this transition, I have found that taking a few specific steps for their finances can be incredibly helpful.
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Financial advice for tradies & builders in Newcastle, whether you are self employed or salaried, we can sort your S.H.I.T. out!
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Financial advice for nurses in Newcastle.
You have protected & cared for our community during these challenging times.
Now it is time to plan & protect your future.
You understand the medical needs of your patients, as you put your patient first to meet their needs.
We understand retirement planning, superannuation, investing & financial planning, putting our clients first to meet their financial needs.
Let us support you to plan & protect your future.
Financial Advice for Teachers in Newcastle
You work hard to put others on the right path…
“preparing today’s students for tomorrow’s world”…
Now it’s time to plan for your tomorrow….
Our team provide financial planning advice to Newcastle teachers.
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