Although we are not Licensed Financial Advisors we are able to assist you with in the following ways to help you gain a better understanding towards your Financial Freedom:
- Purchasing a Rental Property
- Cashflow and Budgeting
- General factual advice around investing (no product recommendations)
- Structure advice regarding Companies, Trusts etc
- Assisting with establishment of a SMSF and general factual advice about SMSF, I will not be able to recommend that you setup or wind up a SMSF, nor can I help you with what investments you should make.
- Financial Goal Setting and Mentoring
I can help educate you towards your goals through factual information and tax implications of what you need. If I am unable to help then I will refer you to a specialist in the field.
The only area I am not allowed to help you with is “product recommendations” i.e. I can not advise you on Insurance, Investment products such as Shares, Managed Funds, or ETF type products