Financial Planning / Brisbane
Whether you are a business owner or a professional, your life is busy and your personal finances will often take a back seat. By engaging a financial adviser you can have a plan for your personal finances and make sure that this doesn’t slip through the cracks. It will not only help you hit your lifestyle goals now but also for the future. A planner can help you separate your personal wealth from the business where possible and set up strategies to protect you from the unknown hurdles that come up in both business and life.
Megan Kelly from our Brisbane Financial Planning team is licensed to provide strategic advice around all thing super, including Self-Managed Superannuation Funds. For services outside of this area such as specialist finance broking, investment and insurance advice, Megan will help match you with one of our referral partners who will best suit your needs. Unlike, other referral relationships though, the team will ensure that whoever you work with will continue to collaborate and provide you with the ‘One Place’ experience for all your Financial planning services.
Solutions to ensure you and your family are protected against unforeseen events by providing income protection and covering your family through personal insurance options.
Enabling your business to continue to operate effectively in the event of a disability, unforeseen illness or even death.
Contribution strategies, salary sacrificing and to build wealth and minimise tax considering the most appropriate fund for your needs.
Determine income needed and maximise income in retirement by considering investment options,tax strategies and monitoring investment performance to maximise the outcome for retirement.
Tailored solutions for SMSFs including advice and strategies on pensions/ income streams, estate planning and investments.
We will look after everything so you can do what you have worked so hard for during your working life. From collecting your mail, facilitating discussions with all of your advisers, maintaining your personal accounts and making your payments for you, we will take the stress away so you can relax.
Wealth creation is about setting your financial goals and planning your investment strategy to meet them. Choosing how and where to invest your earnings is a hard decision to make on your own. We will work with you to determine the best way to make your money work as hard as it can for you.
If you still can’t find the solution from one of our internal financial planners, we’ll recommend a Collective member who we know, like and trust to make it happen for you!
Asset Management + Financial Planning
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Great! We'd love to hear from you. We're here to help and happy to kick things off with a coffee and a chat about your future.
Information provided on this website is general in nature and does not constitute financial advice. Every effort has been made to ensure that the information is accurate, but information may become outdated as legislation and new government announcements are made. Individuals should not rely on this information to make a financial investment decision as it does not take into account their personal circumstance. Before making any decisions, we recommend you consult a licensed adviser to take into account your particular financial situations and needs.
Depot Superannuation Pty Ltd is a corporate authorised representative [No. 1240831] of Hunter Green Pty Ltd AFSL 225962.
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