We have a nice and easy stress free process so let us help you create some financial freedom.
Do you have a retirement plan? Is your super working hard enough? Are your insurance policies right for you and your loved ones? Have you got the right investments for you? Need investment ideas?
Let us provide honest, professional advice tailored to your needs.
Risk Management
There’s a lot of peace of mind in protecting whats yours! Risk insurance helps protect you against events that can put unnecessary financial stress on you and the family. Did you know:
- 1 in 2 Australian men and women will be diagnosed with cancer by the age of 85
- 83% of people insure their cars yet only 3% insure their income
- One in every four women and one in every six men will be off work for more than six months because of a disability during their working lives
We can work with you and your family to develop a detailed risk plan. Then, if there is ever a claim, we will be there to provide your family with the help and support when you need it most.
Investments
Investing is like a journey. This means you need to know where you are going, have the right vehicle to get there and good directions.
GFA Financial Planning can help you work out where you want to go financially, how you can get there and what investment vehicle will suit you best.
We want you to feel at ease during the journey by having someone at your side who understands what you’re trying to achieve.
Superannuation
Is your super working for you?
Superannuation legislation is a complex area. Ensuring your super is the right fit for your needs, and working at its full capacity, is vital.
With so many products to choose from and so much information in the media, what super fund is best for you?
We will help you with the following: