Our Services
Financial Planning
Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income. Financial Planning seeks to understand a person’s financial situation and our financial planners help develop a financial plan to meet both short and long term goals.
Robert Calkhoven, our Financial Planner, is able to assist you with
- Setting financial goals
- Saving and investing
- Superannuation
- Self Managed Superannuation Funds
- Retirement Planning
- Investment Advice
- Protecting your family and business with Insurance
- Estate Planning
In addressing your financial planning needs, Robert typically undertakes a formal 6 stage process that ensures that the advice is tailored to your needs :
- Gathering the data
- Identifying your goals
- Identifying financial issues
- Preparing strategies in a financial plan (Statement of Advice)
- Implementing the recommendations based on your financial plan
- Reviewing your plan on at least an annual basis
As fields such as Taxation, Superannuation and Retirement Planning become increasingly more complex, often the expertise of both accountants and financial planners are required to most effectively structure a client’s overall affairs. The ability of both Tom Smith and Robert Calkhoven to be working together on a client’s affairs is a major benefit that we are able to offer our clients, helping to ensure that we are all working towards their best interests and heading along the same path.
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