Financial Planning

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.

What to expect from your financial planner

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:

Your current financial position
What your goals are for the immediate term

What the important things are 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, if you want to travel overseas annually, if it is important to maintain the ability to eat out regularly, if 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.

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:

Investment strategy advice
Investment structuring advice
Cashflow management
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