Next Chapter Financial Planning is committed to helping you plan your financial future and making it easy to understand. As a Financial Planner, I make it my personal goal to understand you as a potential client. I need to understand who you are, what is important to you and your family, what your future looks like and any risks that could impact on your ability to meet your goals. At Next Chapter
Financial Planning Service, I can help you in the areas of:
• Superannuation
• Income Streams (Allocated Pensions and Annuities)
• Investment, and
• Personal Risk Insurance (Life, Disability, Income & Trauma)
I will also offer assistance and advice in retirement planning, transition to retirement, salary sacrifice, Govt co-contribution scheme, Centrelink strategies and existing portfolio reviews. My goal is to help you:
• Explore your financial options and help you make smart decisions.
• Accumulate throughout your working life by adding value through advice.
• Understand investment.
• Understand your risk profile and an appropriate balance of investments to meet your risk v’s return expectations. This means the option to use both assertive and conservative type investment options (including fixed term interest).
• Understand financial impact of a death, disablement, sickness or injury and show you how you can safeguard your family.
• Improve your personal tax position and increase savings.
• Understand what your retirement is going to look like and what it could look like. I understand that some financial concepts can be difficult to understand, so I often use diagrams and pictures to help you understand. I talk in simple to understand language and make it my goal to have you enjoy our first meeting. Next Chapter Financial Planning (ABN 32603663387), Corporate Authorised Representative (ASIC Number 472112),is authorised by Charter to provide financial services. General Advice Warning
This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. Your need to consider your financial situation and needs before making any decisions based on this information.
