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Financial Planning

PLANNING … YOUR KEY TO FINANCIAL SUCCESS

As the saying goes, ‘failing to plan is planning to fail’.

A partnership with Assure Financial Services makes your money work for you.

Our partnership establishes key lifestyle and financial goals and develops a plan to reach these goals by making optimum use of your financial resources.

We do this by taking into account, your …

lifestyle & financial goals
risk profile;
investment strategy

Many considerations and much research … elements of your investment plan.

Assure Financial Services considers, researches and establishes financial plans for each client on an individual basis to ensure their goals are met and future is secure.

The first step to investing is to set your LIFESTYLE AND FINANCIAL GOALS.

Your lifestyle and financial goals are entirely personal, and how they are achieved will be different to your family and friends. This is why each financial plan is strategically personalised and completely individual. What works for you will not work for everyone.

The second step it to establish your RISK PROFILE.

Also referred to as your ‘comfort factor’ or the ‘sleep at night theory’, the establishment of your financial plan will almost entirely depend on your risk profile.

Do fluctuating markets cause you concern? Will the nightly financial markets report on the news make you worry? Assure Financial Services comprehensively researches your answers to these and further questions before recommending an investment strategy.

The third step is WHERE TO INVEST.

There is not a set investment strategy or ‘model’ for each investor. Within each risk profile there will be a different investment strategy depending on you, your needs and goals. Investment risk is the key to developing a successful investment plan. While all investments potentially have risks, we seek to conservatively manage the risks that you take.

THE KEY TO FINANCIAL SUCCESS IS IN THE PLANNING!

A documented financial plan sets out these goals and shows you how to achieve them.

A comprehensive financial plan encompasses not only your investment and superannuation needs, but also looks at your insurance, estate planning and debt structure to ensure you are completely covered.

You can be assured that your future is not forgotten. If you are single, a future spouse and family can be accommodated. As a couple, children and/or career changes are taken into account and in later years, we bear in mind your retirement needs.

Tax Planning

Via its affiliation with Chartered Accountants, Cosgrave Soutter, AFS facilitates access to an integrated suite of financial services. Taxation and business structuring are integral to the financial planning process and the strategy development set to achieve client’s goals.

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The information contained within this website is of a general nature only. Whilst every care have been taken to ensure the accuracy of the material contained herein at the time of publication neither the author or Licensee will bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein.

Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.


 

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