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Your Financial Future

Your Financial Future

 

A secure future for your family

  • Planning for future wealth
  • Commitment to your child’s future
  • Teaching your children to save
  • Wealth strategy vs. life insurance

 

Did you have the best possible start in life?
Did you have the best possible start in life?

Your kid’s future depends on effective family succession planning and a wealth creation plan to secure your family’s finances at different stages of life. By implementing a family protection investment strategy you not only accumulate wealth to secure your family’s long-term future, you set an example to your kids on the value of saving that will endure to your grandkids and beyond.

Family financial planning is your responsibility

Cute little child take dandelion from adult in summer outdoorEffective investment strategies often have small beginnings. The little sacrifices you make today will reward you and the family with a good education and a healthier, happier, more comfortable lifestyle, free from financial concern in later years. It’s irresponsible and uncaring not to think of your family’s financial future.

Securing your children’s future

Family TimeThe first step is to make a commitment, and stick with it. One less cappuccino per day can result in thousands of dollars if the savings are invested wisely. Can you live without that one indulgence if you know the difference it will make to the future of your kids?

Our FREE regular newsletter carries helpful hints on budgeting strategies and child wealth creation. Click here to subscribe.

Wealth strategies for the future of you and your kids

Wealth strategies The strength of an effective wealth management plan is regular savings rolled over to compound and accumulate. And, unlike life insurance, nobody has to die to get the benefits.

We provide investment advice across a wide range of areas such as:

  • Self-managed superannuation
  • Tax planning and minimisation
  • Investment strategies
  • Executive salary packaging
  • Self-employed

But effective family planning strategies aren’t all about the ‘drip feed’ approach. Sometimes lump sums come our way, like property settlements for example. Careful management and investment of these sums is the responsibility of any caring parent with an eye on protecting the family’s financial future.

Start now to secure your family’s financial future

It’s never too early to set on the path of financial planning and a secure, protected future for your children. Even if you don’t have kids yet.

Call us today on 1300 657 037 or follow this to our contact page. And don’t forget, you can subscribe to our FREE wealth-building newsletter by simply clicking here

Click here if you want to learn some immediate strategies to start Planning For Your Kids future

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“My sole purpose is to help clients achieve their financial and lifestyle objectives. To get them from where they are today to where they want to be – as safely and securely as economically possible” Chris Wren
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Protect one of your most valuable assets your employees!Protect one of your most valuable assets your employees!
What is Income Protection Insurance?What is Income Protection Insurance?

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12 Delta St
Eatons Hill QLD 4037
0406 534 233
Highland Financial Pty Ltd
Corporate Authorised Representative
Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595
Australian Financial Services Licence No. 247 429
Level 5, 4 Martin Place
Sydney NSW 2000

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