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Take a moment to think about your goals and your aspirations. What kind of lifestyle do you want to lead when you head into retirement? What steps are you taking to ensure you get there?
Here at Shore Financial, we work hard to discover where you are now, where you want to be and how we can work together to get you there. Once we understand your unique goals, we can develop a considered strategy and help you start your journey.
In our initial discovery session, we’ll ask questions to help us understand where you are now and where you’d like to be in the coming years.
We’ll ask questions about:
We offer a broad range of financial planning services in-house, so you won’t be limited in your path to financial success.
It is our absolute passion to help you achieve your goals. And we want you to understand the process, every step of the way. As part of this process, we provide you with information on:
– 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
Ready to let Shore Financial help you reach your financial goals? Contact Shore today.
Levels 3 & 4, 153 Walker Street
North Sydney, 2060