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Strategic Planning

Create a financial strategy to achieve your goals

Throughout life, we’re taught how to earn money. As children, our parents may have given us small odd jobs around the house in return for pocket money. You may have gotten your first job during high school working weekends in a local café, and then attended college or university to learn the skills needed to earn yourself a high paid job. At most stages in life, we’re educated on earning money, but no one tells us how to spend money.
The result of this is that a lot of us spend 100% of our income, with no reserves for a rainy day. What comes in, goes straight out, leaving us with no savings for the future. With no plan or strategy in place, it’s impossible to better your financial circumstances.
Strategic planning is all about considering your lifestyle goals and putting together a strategy to help you get into your desired financial position. By speaking with a financial planner about what you want to achieve, they will work with you to identify the ways you can reach these goals. A financial planner will educate you on how to save money, the best financial structures you can set up to make saving money an easier, and often automatic process. Most importantly a financial planner will help you to avoid making financial decisions you are regretting later in life. By working with our team of accountants, our financial planners will talk you through the options that work best for you from all perspectives.
Strategic planning:
  • Goals – What are you trying to achieve financially? Common goals include sending children to private school, moving into your dream home, or enjoying a relaxed lifestyle by purchasing a boat.
  • Trade-offs – You may want to purchase something now, but is the time right? How will this purchase affect your lifestyle? Is it worth delaying the purchase to avoid achieve a better financial position for the future?
  • Cash flow – How are you spending your money? Do you set aside a portion of your income to ensure a more comfortable financial future?
If you’ve been trying to achieve your goals for some time, but finance is setting you back, it’s time to talk with a financial adviser. As the voice of reason, they’ll help you create a financial strategy that works for you and puts you in the best position to achieve these goals. Simply complete the form below and one of our financial planners will be in touch.

Andreas Kettemann is an authorised representative of Synchron (ABN: 33 007 207 650), AFS Licence No. 243313. All invoicing for the financial planning services will be done through Synchron as the dealer group. 
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and start turning your lifestyle goals into reality

To find out more about this service or request a complimentary consultation, simply fill in the form below and one of our financial planners will be in touch shortly.

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