Financial Planning
Financial Planning is an ongoing relationship with a Financial Planner – an industry professional who is there to help you make decisions about your financial situation in order to achieve your personal and financial goals. This doesn’t just relate to simply ‘making money’. It’s a holistic approach that takes into account your individual situation and includes strategies and solutions such as:
• Risk and life insurances.
• Superannuation.
• Budgeting.
• Mortgage elimination strategies.
• Wealth creation strategies.
• Retirement strategies.
• Protecting your assets and loved ones.
• Transitioning through each stage in your life.
Do you own a property, investment or any other assets?
Yes – It’s important to start planning for your future with the help of your Financial Planner. A Mortgage BUZZ Financial Planner is ready to work with you to ensure that you take full advantage of your property or assets, and create strategies to help you eliminate your mortgage and build wealth. We’ll also help you make sure you and your family are protected financially should your situation change in the future.
No – A Mortgage BUZZ Financial Planner is just the person to help set you on the right track. We can assist with budgeting and income management so you can start saving for your first home or invest in rewarding assets sooner.
Do you have more than one superannuation account?
Yes – The chances are that consolidating your superannuation is something that has been on your ‘to do’ list for some time. It may be difficult to know where to start, or which superannuation account is the best one to move everything to. Working with your Mortgage BUZZ Financial Planner means that the process will be seamless, and you can be confident that your superannuation will work for you to produce positive results aligned with your goals.
No – Are you completely aware of the features, benefits and insurances offered by your current superannuation? A Mortgage BUZZ Financial Planner may find another provider more closely aligned to your requirements and the lifestyle you love. Taking time to assess your situation and work with your Financial Planner will benefit you as you set up your financial strategies.
Do you have personal insurances?
Yes – Good on you! Protecting yourself and your assets is one of the most important things you can do at any age. When you work with an Mortgage BUZZ Financial Planner, we’ll investigate whether you are paying for any insurance attached to your superannuation, which you may not require. We’ll also consider your personal situation and ensure the insurances that you have in place best protect your interests.
No – It is important to consider your options. What would happen to your lifestyle and your family if you were to lose your job or become injured in a way that affected your ability to earn income? Setting up these protections now will benefit you long into the future.
Are you interested in making the most of your financial future?
Yes – You are already on your journey! Your Mortgage BUZZ Financial Planner is the perfect person to look at your personal situation, and work with you to set up a series of strategies to get your finances working for you, sooner. The best part is, when you need it we’ll work hand in hand with the Finance and Legal experts at Mortgage BUZZ Finance – so whatever stage you are at, and whatever additional services you may need, our entire team is on hand to provide a simple, streamlined solution that works to benefit you.Contact us today, and let an Mortgage BUZZ Financial Planner assist you on your journey.