Everyone has a vision for their Financial Future, but many people don’t know how to get there or where to start.

 

Whatever stage you’re at, it’s vital to clarify your personal priorities if you want to achieve financial contentment.

 

We’ll help you identify your main priorities and achievements on your financial journey so far, then we can explore a plan for:

• a retirement lifestyle based on sensible investing and superannuation planning

• Protecting your wealth and assets, ensuring your family is financially- protected

• ​Minimising your tax

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Deb can provide financial advice and deal in financial products in relation to the following areas:​

 

• Financial Planning

• Risk Insurance

• Managed Investments

• Superannuation and Retirement Planning

• Estate Planning

• Tax (Financial) Advice

• Self-Managed Superannuation Funds

• Direct Equities

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Self-Managed Superannuation Funds

Deb is licenced to provide advice on all legislative and compliance aspects relating to your self-managed superannuation fund. ​

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For example:​​

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• Investment Strategies

• Statements of Advice

• Commencing a Pension

• Commencing transition to Retirement Pension

• Meeting the contribution limits

• All aspects of SMSF compliance including annual ATO reporting requirements Investment advice

• Estate Planning

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Deb holds the following qualifications:​

 

• Bachelor of Business

• CERTIFIED FINANCIAL PLANNER®

• Certificate of Self-Managed Superannuation Funds

• Certified Practicing Accountant

• CPA (Specialist in Financial Planning)

• Certificate of Accredited Listed Product Adviser (ALPA) Program

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