“Good Fortune is what happens when opportunity meets with planning”
WE OFFER COMPREHENSIVE FINANCIAL PLANNING, TO BUILD A TAILORED SOLUTION WITH THE ADVICE YOU NEED.
Our services
Dream Home
We will build a strategy to get you into your dream home and pay off your mortgage to be debt free.
Owning your home not only enhances your lifestyle and provides peace of mind, but it offers significant financial benefits.
Whether you want to enter the housing market, to upgrade for your growing family, or want to repay your mortgage sooner, we will provide you with a tailored solution.
Strategies include:
Buying your first home.
Pathway to ‘Forever Home’ with realistic expectations.
Pay off your debt faster.
Build an Investment Property portfolio.
Refinance your mortgage to get a better deal.
"Will has put us on the path to owning our dream home, and paying it off sooner! We have found Will to be very knowledgeable, honest and caring. He has provided us with all the advice we require to achieve our goals and always goes above and beyond! Will is a pleasure to work with - highly recommend!”
Michael & Sarah, Ferny Hills, QLD
Growing your wealth
Being financially independent means having sufficient savings, or investments, to live comfortably without being forced to work just to meet day to day expenses.
With a proper plan, this can be achieved through a combination of building a portfolio of investments to generate passive income and reducing expenses.
A successful investment strategy involves:
Setting clear goals.
Ensuring it is sustainable.
Selecting the best assets to maximise returns.
Reducing taxes.
Maintaining a long-term perspective.
Using the best structures (e.g. Investment Company, Superannuation, SMSF or a Family Trust)
"Will gave me the confidence I needed to quit my job! With his advice, I manage my investments to provide me with consistent income and spend more time with my family. He is unfailingly responsive and pleasant to deal with. He always displays genuine interest in his clients."
Jane, Yeronga, QLD
FAMILY FINANCES
We take the stress out of managing your finances, no matter what your family looks like. We are proud to love the important ‘boring stuff’ that often gets ignored.
A key part of getting to grips is understanding your family's budget. Once you know where your money is coming and going, you can prioritise what is important and eliminate what is not.
Strategies include;
Reduce Taxes
Setting your kids up for success.
Protection Planning, including insurances.
Estate Planning to leave a positive legacy.
Completing and storing necessary paperwork.
A system to monitor, track and provide reports on your financial position.
"We have always found Will to be easy to talk to, always answers our questions and provides excellent advice. He has removed the stress and uncertainty of managing our family’s finances! We highly recommend Will as a financial adviser for your family!"
John & Dianne, Kenmore, QLD
portfolio management
A key part of your strategy may include building an investment or superannuation portfolio.
The success of your portfolio can be determined by the approach you take when choosing appropriate asset allocation, considering factors such as cash liquidity, risk appetite, and investment horizon.
This comprehensive approach includes evaluating your risk tolerance, optimizing tax strategies, implementing in a timely manner and minimizing fees.
By considering all these aspects, we assist to maximize investment returns and tailor your portfolio to your individual needs to help you achieve your goals. There is no one-size-fits-all approach.
"We are very content to sit back and let Will keep an eye on our portfolios. Will has a very friendly nature and comes across as a professional in the field of financial advice. There is no doubt in our opinion that Will has improved our investment and SMSF portfolios.”
Paul & Jillian , Rocklea, QLD
SUPERANNUATION STRATEGIES
Your superannuation is a fantastic vehicle to help you transition into retirement, offering a low tax entity to invest, build up a portfolio and eventually, generate income to replace your wages.
We help client navigate every stage of your superannuation cycle, from choosing the right fund and investments, boosting your super and reducing tax to managing a portfolio to produce enough income to fund your retirement.
Let us help you review your current super to see if there are better options available and identify ways your super can help you achieve your broader objectives.
"Thank you Will - you have helped us so much in navigating the waters towards retirement. We have been very happy with your clear, excellent and timely advice delivered with warmth.”
James, Moreton Island, QLD
protection planning
In a world of uncertainty, having a safety net can make all the difference. That’s where a comprehensive protection plan can come in. As part of your financial plan, we will consider your needs to protect you, your family and your wealth. This may include an emergency fund, a range of insurances and comprehensive estate planning.
Your Protection Plan can help you build and protect your financial future with a smart approach that keeps things simple and affordable.
We will conduct a full analysis of your insurance – we see what protection you have, where it can be improved, and outline all of your best options. We will also analyse your current finances and financial goals – outlining your financial framework and identifying what areas can be improved upon. Finally, we integrate your insurance into your financial plan – giving you the absolute best coverage to protect your family.
"Will’s communication has been the key to understanding our Insurance needs. Will has provided that ability to listen, and then provide the most appropriate protection plans. We put our trust entirely in his hands."
Harry, Milton, QLD
AND MUCH MORE!
We offer a comprehensive advice service where we will consider all aspects of your current situation to determine the right solution for you.
This can include a wide range of strategies not mentioned above, including Aged Care Advice, Centrelink assistance, salary packaging, debt recycling, gearing investment strategy & Self Managed Super Funds (just to name a few).
Where we believe the input of an external qualified professional is required (e.g. Estate Planning Lawyer), we will assist you through the process and ensure this is considered as part of your overall plan.
"Will is bright and energetic, and and communicates clearly and effectively. He always responds quickly and helpfully to our requests and questions. The advice he provides is relevant, well thought through and reflects our goals."
Freja & Ash, Seventeen Miles Rocks, QLD
No Cost. No Obligation.
Book in a 30 minute meeting to get an initial idea of where we can help.