Financial Planning

As a business owner, we believe you not only want to grow your business but you also want to grow your wealth and protect your assets. Financial planning is central to the wealth creation process and our strategic alliance with a financial planning group means we can service your needs.

Financial planning involves formulating a strategy tailored specifically to your financial needs and takes into account your current financial resources, age, lifestyle, investment experience, risk profile and investment time horizon. It is a journey and in the early years when borrowings are high, spending must be carefully planned. In the accumulation years we see debt levels diminish and savings capacity increase. Finally, in the retirement years you reap the dividends from the careful planning in the previous phases.

The need for quality financial advice has never been greater. Evolving financial markets means more investment alternatives and greater complexity. You need an experienced financial planner that offers quality advice and service to secure and build your financial future. Our affiliated financial planning group offer you this service and they liaise with us on taxation matters to achieve the most tax effective solution for you.

The financial planning process involves a series of meetings and discussions where our financial planners take you carefully through each step of the process:

  • Initial Meeting
  • Fact Finding (Information Gathering)
  • Preparation of a Financial Plan (Statement of Advice)
  • Meeting to Discuss the Financial Plan
  • Plan Implementation

Our commitment to your financial security goes well beyond the initial financial plan. It is important not to ‘set and forget’ so as your needs and circumstances change, they adjust the original strategic recommendations to accommodate the changes in your life. In consultation with you, they will regularly review the performance of your investments and make recommendations based on current trends, changes in laws and your personal circumstances. The frequency of the periodic reviews will be agreed with you depending on your particular needs.

Our pro-active team is incredibly passionate about helping you succeed. If you're looking for a lot more than just basic accounting and tax compliance services from your accountant contact one of our professional and passionate team members today.

If you're an ambitious business owner looking to grow your business and your wealth we invite you to book a FREE, one hour introductory consultation to discuss your financial planning needs. At this meeting you can expect practical business and financial advice. To make a booking call us today on (03) 9761 0035 or complete your details in the box at the top of this page.

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T (03) 9761 0035
E info@proactiveaccountant.com.au
A Boronia 254 Dorset Road
Melbourne 430 Little Collins Street
Mount Waverley 203 Blackburn Road
Oakleigh 3/2 Railway Avenue
Vermont 39 Frank Street
 

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