OUR VALUE TO YOU
For over 35 years we have been helping individuals and families keep their financial affairs in order, so that they can spend more time on what is important to them. Our advice team provide a wide range of services and knowledge that can be applied to individual client needs including:
strategic planning and advisory
Some of the key areas of our financial advisory expertise:
Optimal allocation of surplus cash flow
Efficiently using debt
Risk Management - Protecting what is important (your life, income, family and assets)
Optimal tax structuring and tax effective strategies
Superannuation and SMSF’s
Planning for retirement
Estate and legacy planning
private WEALTH MANAGEMENT
Managing the wealth of our clients since 1985 and focusing on:
Investing to meet objectives and outcomes
Capital preservation and risk management
Maximising investment return
Diversification across asset classes
Pro-active management
Collaboration with external investment specialists
Investment reporting and communication
LENDING SERVICES
Moneyplan’s finance partner can assist you with:
First home buyers
Guarantor loans
Loan refinancing
Subsequent home buyers looking to upsize
First time and seasoned investors
Construction loans for homes and developments
Self Managed Super Fund lending
Commercial lending
AGED CARE advice
Specialist expertise on:
Helping you navigate the process
Funding options
Family home options
Minimising costs
Maximising Centrelink entitlements
Structuring finances for cash flow
Making informed decisions
Completing paperwork