Wealth creation and protection. This is your plan tailored to your needs, it can range from a budget plan to get you started all the way through to setting you up to maximise all the retirement concessions possible. With a clear statement on how this will be achieved in consultation with other advisors (yours or ours) as necessary.
We will respect your choice to include investment properties amongst your assets and if applicable will include a property investment strategy as part of your plan.
This is your own personal financial road map. We expect your Accountant to be heavily involved in this process. This takes the pressure off you to fully explain your circumstances and ensures the plan considers your income and taxation circumstances in depth.