Financial Planning

Understanding you, your needs, your wants and your goals

It is critical to the success of a financial plan to acquire an in-depth understanding of your financial circumstances, income, investments, assets and liabilities. We analyse your short and long-term goals in terms of lifestyle, family considerations, working life and retirement.

Once we understand your financial position we develop a strategy to account for the risks and returns involved. We understand that each client approaches their financial future differently, ranging from 'steady as she goes' to growth orientated strategies - both having merit when properly considered.

Services

• Understanding and documenting your needs
• Structured advice
  • Comprehensive advice; developing a plan that reviews all of your financial needs and documents recommendations on a range of matters.
  • Targeted advice; suited for specific financial incidences such as: retirement, inheritance, insurance needs, etc.
• Specialist advice
  • Investment advice
  • Superannuation
  • Portfolio administration
  • Tax structures
  • Capital gains tax management and many more
    

  Sullivans - We are committed to making your business successful

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