Financial Planning

Attaining financial security and living your ideal lifestyle is all about ensuring the financial resources you do have – income, pension, superannuation, savings – work as hard as they can, for as long as they can. It’s about making the most of what you have. A smart Financial Plan will help you to better manage your money not just for retirement but every stage of your life. The team at Green Finance Group is passionate about helping our clients to attain and maintain financial health for life.

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Grow your financial health and wealth with Green

Financial security isn’t reserved for ‘the wealthy’ whilst being wealthy doesn’t automatically make you financially secure, in many cases it’s quite the opposite.
Depending on your situation there are several areas an experienced Financial Adviser can help to improve, including:

  • Debt Structuring & Management
  • Tax Management
  • Cash Flow Management
  • Maximising your Pension
  • Superannuation – consolidation and fund selection

Whether you need a full finance assessment or simply some direction, we can refer you to a licensed Financial Adviser who can help.

At every stage of the planning process, you are in control! There are no forced decisions, and your Adviser will help you to thoroughly understand and feel comfortable with your options, associated costs and corresponding benefits.

How comfortable is your retirement looking?

The average Australian underestimates their retirement costs to the tune of a 10-year shortfall. This is often due to an over-reliance on compulsory employer superannuation contributions and inadequate planning.

If you are a woman, chances are your situation will be even worse, particularly if you have taken time out of the workforce to care for family.

Green Finance Group have access to a selection of trusted financial advisors who can help you to ascertain your ‘real’ retirement costs and provide solutions for improving your nest egg and lifestyle options, including:

  • Superannuation
  • Self Managed Super Funds – SMSF
  • Investments

Whether retirement is five or 50 years away your Financial Adviser can help you to refine a strategy to suit your personal situation and goals, which may include:

  • Increasing your superannuation contributions
  • Increasing your superannuation contributions
  • Consolidating your superannuation funds
  • Salary sacrificing
  • Government co-contributions or tax rebates
  • Minimising your tax liability
  • Reorganising your income sources
  • Maximising your age pension
  • Additional investment opportunities

Finding the best ways to grow your finances to provide your desired lifestyle long after you’ve finished working can be complicated which is why trusted advice is invaluable.

Your Green Team finance broker will be happy to refer you to a Financial Adviser with a proven track record in assisting individuals, families and business owners with relevant financial strategies, simply fill in your details below and we’ll be in contact shortly.

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