Retirement Planning Sydney | Expert Advice for Your Future

Financial Road Map

The Financial Road Map is an entry-level package designed to help you gain clarity on your current financial situation and explore potential strategies for growth.Just like laying a concrete slab before constructing a house, this session (maximum 90 mins), we’ll dive deep into your personal finances, answering all your key questions and discussing the most effective strategies to optimize your wealth and reduce taxes. Whether you're focused on building a stronger investment portfolio or minimizing tax obligations, this session provides a solid foundation to determine how can you get ready to move forward with a personalized financial plan. This package is for general advice only and does not consider your personal circumstances.

Outcome for the Client:
By the end of this session, you will have:

Clear answers to your general financial questions.
A better understanding of potential strategies to reduce taxes and grow your wealth.
Insight into whether now the right time for you is to commit to a full financial plan.
Confidence in taking the next steps towards a more secure financial future.

This is the perfect starting point for clients seeking clarity and direction before embarking on a comprehensive financial journey.

Your investment in this package is minimum of $350. Additional time will be charged on 15 mins increments.

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Foundation Choice

We all know the basics—eat your veggies before dessert or lay the foundation before decorating a house. So why don’t we apply the same logic to our money? We should! People often talk about wanting Financial Security or Financial Choice, but these two things are very different, and it’s crucial to understand why.

Financial Security means you’re still working towards your goals, but if life throws something unexpected your way, you and your family will be okay. It’s your safety net, your backup plan. On the other hand, Financial choice means you’ve reached the point where you never have to work again, and you’ll still be perfectly fine.

Here’s the thing: to be financially free, you must first be financially secure—but you don’t need to be financially free to be secure. The good news? With the right steps, most people can achieve financial security within just six months.

Our foundation choice focuses on laying those solid foundations to get you financially secure. We’ll cover essentials like budgeting and cash flow management, wealth protection through insurance, retirement planning and superannuation, managing debt, and setting you on the path to homeownership.

Your investment in this package in a minimum of $3,300. If additional complexities arise during the planning process, any further charges will be discussed with you upfront to ensure full transparency.

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Advanced Choice Plan

Now that you've built a solid financial foundation, it’s time to shift our focus towards something greater—financial choice. What does financial freedom look like to you? Is it waking up every day and doing what you love without worrying about money? Or is it having the ability to retire early, travel more, or grow your wealth while cutting down on the things you no longer want to do, like the 9 to 5 grind?

In this phase, we accelerate your journey to financial freedom by building a personalized plan that helps you rapidly accumulate wealth. We’ll explore investment opportunities, property acquisitions, tax and debt strategies, and even business growth if that’s part of your vision. The goal is to create a life where financial pressures don’t dictate your choices.

As we work towards your version of financial freedom, we’ll move beyond just meeting your needs. We’ll start focusing on your wants—like upgrading your lifestyle, getting that dream car, buying a bigger home, or retiring earlier than you thought possible.

It won’t happen overnight, but with a clear plan and commitment, we’ll help you achieve the life you’ve always dreamed of. This Package comes with a mandatory ongoing advice fee at a minimum of $250/Month .

Your investment in this package is a minimum of $4,500. Any additional complexity may attract further charges and will be discussed upfront to ensure full transparency.

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Premier Choice

The Premier choice plan is the ultimate in comprehensive financial planning, designed for clients with highly intricate financial needs. This bespoke service covers every facet of your financial life, including advanced tax strategies, estate planning, sophisticated investment structures and strategies.

With this package, you’ll receive fully customized financial solutions, in-depth financial modelling, and projections, all tailored to your unique goals. Ongoing advice ensures that your strategy evolves with changes in your personal circumstances, the market, and global regulations.

Outcome for the Client:

By the end of this process, you will have:

A dynamic, fully personalized financial masterplan designed to address all aspects of your wealth.
Advanced, high-level strategies including complex tax planning, estate management, and detailed investment solutions.
Continuous advice and updates to ensure your financial plan adapts to changes in your life and financial environment.
Confidence in a long-term strategy to protect and grow your wealth, ensuring your financial future is secure.

Your investment in this package is a minimum of $9,900, depending on the complexity of your needs. This Package comes with a mandatory ongoing advice fee at a minimum of $750/Month

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Financial Road Map

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