The cost of refinancing your home loan
19th December 2024
Why get financial advice?
Financial advice provides a range of valuable benefits. A skilled adviser can help you make decisions, solve problems and achieve your goals. They can also remove much of the time, effort and stress of managing your financial affairs.
Great advice will help you do better and feel better regarding your finances. You’ve worked hard to build your retirement savings, now it’s time to ensure your money is working for you.
What we do
We specialise in providing retirement planning & investment advice to over 50's.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Our financial planning process
Our proven process helps us get to know you – your values, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
A quick chat to understand why you're seeking advice and if we're the right firm to help you.
In-Person Meeting
A comprehensive discussion about where you're headed, in life and financially.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We put your financial plan into action by implementing your personalised strategies.
Ongoing Advice
There is no ‘set and forget’. We stay in touch and review your plan based on major life changes or market factors.
Insights
The cost of refinancing your home loan
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