Our Financial Planning Services
Personal Risk Advice
Would you or your family be able to pay for bills such as your mortgage, or day to day expenses if you were unable to work? If you have debts and dependents it’s just as important to consider how financially prepared you are for life changing tragic events such as the unexpected death or illness of your partner or yourself.
Exactly like insuring your house or car, protecting your income, wealth and lifestyle should to be managed effectively. 123 Financial Planners will explain the process involved with developing and implementing an effective and efficient insurance plan suited to your requirements.
Financial Investment Planning
We all want to build future wealth for financial security and a comfortable lifestyle and with an overwhelming amount of investment options to choose from, investing can become pretty complex. We make sure that your investment plan uses an effective strategy to achieve your financial goals taking into consideration your personal circumstance and risk profile.
Self-Managed Super Funds (SMSF)
Finance and Loan Services
Do you need a new car, a holiday or are you ready to buy your dream home or want to take your business to the next level? 123 Financial Planners can help you borrow the funds you need to take that next step. If you’re not ready to buy just yet, our advisers can help you get your paperwork and finances in order so when you are ready your financial situation will be too.
Debt Management Services
Our financial advisers have a strong network of lenders who can help you secure a lower interest rate and lower monthly payments, all of which can help you pay off your debt more quickly.
We can also help you find areas in which you can cut expenses and pay more on your debt each month. No matter what you owe, we can help you find a way through the maze to reduce your debt and simplify your life.
Estate Planning Services
Money Management Services
Retirement Planning Services
With most of us likely to spend more than a quarter of our lives in retirement it’s important to have enough money to maintain a comfortable lifestyle when we finish working. Whatever your retirement goals may be our financial advise has you covered. From managing your superannuation to maximise tax concessions and investment opportunities, investment portfolios including property, shares and manged funds to your personal savings; making sure you’ve got money ready for whatever comes up.