PERFECT FOUNDATIONS

Most people start off with no direction, no plan and no strategy. Our aim is to take action, set the Perfect Foundations.

With the benefit of hindsight, most people would say that they wished they had started earlier when it comes to planning and building their wealth.

We firmly believe you're never too young to start planning for your financial future.

Perfect Foundations is suited to people who:

Earn a regular income but never seem to know where it goes
Have financial commitments and or responsibilities
Are looking for help in budgeting and managing money
Have some ideas and goals about investing but not much in the way of assets yet
Would like to save for a car, holiday or first home
Want to better understand what super can do for them and what to look out for
Need to better understand insurances like Income Protection, Life and TPD and Critical Illness cover, but don't know where to start

YOUR FINANCIAL PLAN INCLUDES:

FOUNDATIONAL FINANCIAL CLARITY: Gain a clear understanding of your current financial situation, setting the groundwork for informed decision-making
PERSONALISED FINANCIAL GOALS: Align your financial plan with your life goals, whether it's purchasing a home, starting a business, or funding a dream vacation
STRATEGIC BUDGETING: Develop a customised budget that aligns with your financial goals and helps you manage cash flow effectively
SUPERANNUATION REVIEW: Advice on how and where your superannuation should be invested
PROTECTING YOU AND YOUR FAMLY: A tailored and personal insurance plan for the protection of you and your loved ones
ESTATE PLANNING: Guiding you through the essential components to be addressed. We equip you with the knowledge needed to make informed decisions regarding the protection and distribution of your assets
INTRODUCTION TO INVESTMENTS: Explore investment options aligned with your risk tolerance, providing a starting point for wealth accumulation
EMPOWERMENT THROUGH EDUCATION: Gain a deeper understanding of financial concepts and strategies, empowering you to make informed decisions

ONGOING PARTNERSHIP:

Our Ongoing Partnership is designed to track your progress, hold all parties accountable, and will make sure you remain disciplined with your long-term plans.

It also includes a range of ongoing services to ensure your financial well-being:

ANNUAL REVIEW: Meet atleast once annually to ensure your financial plan remains relevant.
DEDICATED ADVISER SUPPORT: Access practical money coaching and advice via phone or email.
PORTFOLIO MANAGEMENT: Continuous monitoring and adjustments to your investments.
ADMINISTRATIVE SERVICE: Assistance with financial affairs and liaison with other professionals.
INSURANCE SUPPORT: Help with insurance matters, including underwriting and claims.
EDUCATION: Receive periodic economic and financial updates through various channels.
WEALTH PORTAL ACCESS: Exclusive access to our user-friendly tool for managing your finances in real-time.