FINANCIAL PLANNING

When you make an appointment to see one of our financial planners to discuss your financial future, we will take you on a journey to explore your goals and aspirations, from a lifestyle, emotional, and financial perspective.

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Our financial advisers will work with you to discover where you are now, where you want to be and how we can work together to get you there. Only once we understand what makes you tick, can we begin to work well for you.

What to expect from your financial planner

In order to plan for your future, it’s important for our financial planners to understand where you are now and where you’d like to be in the next five, ten, twenty years and so forth. As part of our initial discussions, we’ll ask questions about:

  • Your current financial position
  • What your goals are for the immediate term
  • What are the important things for you to be able to finance? For example, a bigger home, an investment property, private school fees, overseas holidays, early retirement etc
  • What insurance, if any, you currently have
  • What your lifestyle goals are for retirement? For example, do you want to travel overseas annually, is it important to maintain the ability to eat out regularly, do you want to be able to provide financial assistance to your family, and so forth.

Our financial planning services

We offer a broad range of financial planning services in house, so you won’t be limited in your path to financial success. We want you to achieve your goals, in a way that makes sense for you. In order to assist you achieve your goals, we provide our clients access to the following services:

  • Direct property advice
  • Property investment advice
  • Life insurance advice, including:
    • Income protection (salary continuance)
    • Life Insurance
    • Total and permanent disability (TPD)
    • Trauma insurance (critical illness or injury)
    • Business expenses insurance, including key man or key person
  • Superannuation planning including self-managed super funds (SMSF)
  • Retirement planning
  • Estate Planning

If you would like to speak with one of our financial planners, call us on 1300 416 700.

Shore Financial Planning & Insurance Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306. The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian residents only.

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