Chartered Accountants & Financial Planners
(08) 8201 8900
38 Greenhill Road
Wayville SA 5034

Financial Planning

Our Services


Check out this video where Pete outlines what to expect at our complimentary first meeting.

It has often been said that the one thing constant in life is change! An adviser can help guide you through the myriad of personal and legislative changes that constantly occur throughout everyone's life.

Financial Planning isn't just about investing money. Proper financial advice is about laying solid foundations for your future and outlining the various strategies that you can use to help you achieve what’s most important to you. Check out our life stages below to see how we can help and let's make a commitment together to a better life…
 

  • Cashflow and Budgeting Tips
  • Investment Advice
  • Wealth Accumulation
  • Estate Planning
  • Superannuation and Retirement Planning including SMSF’s
  • Effective Debt Management
  • Personal insurance such as Life and Income Protection
  • Retirement Income Streams
  • Investments, Shares and Derivatives

 

Your 20s - establish a strong foundation

Your 20's should be a time of immense happiness and discovery but it doesn't mean that you can't put in place a solid foundation from which to build your future wealth. Here are some easy tips to start thinking about:

  • Start by spending less than you earn!
  • Try putting away a small amount of each pay for the future
  • Try to avoid credit cards and store cards where possible
  • Consolidate your super and allow it to grow
  • Consider growth assets for the long term
  • Ensure you are adequately insured to protect what's precious to you

Your 30s and 40s - time to get smart with money

These are decades of growth and consolidation. You might be considering another home or renovating the one you're living in; having children or saving for their education, taking an amazing holiday or buying a holiday house, or looking at how you can better organise your finances so you have more freedom to choose. Here are some easy tips to start thinking about:

  • Pay off "Bad Debt" whilst maximising "Good Debt"
  • Start investing in assets that will pay you a growing income
  • Consider growth assets for the long term
  • Ensure you are adequately insured to protect what's precious to you
  • Ensure you have a strong will

Your 50s - begin to plan for retirement

These are decades of growth and consolidation. You might be considering another home or renovating the one you're living in; having children or saving for their education, taking an amazing holiday or buying a holiday house, or looking at how you can better organise your finances so you have more freedom to choose. Here are some easy tips to start thinking about:

  • Make sure your debt is under control
  • Start focusing on building wealth in super
  • Keep building a diversified portfolio
  • Don't forget the importance of insurance at this critical time
  • Start thinking about how much money you want to live off in retirement
  • Ensure you have a strong will

Your 60s and beyond - make sure your money lasts

If you're not already enjoying retirement, you're planning to. It might be time to downsize, or maybe you want to help your grandchildren or your own children. It's your money and it's your time to relax and enjoy it. Retirement shouldn't be a time of scrimping and saving when you've done that all your life. Not when there are so many more ways to stretch your retirement dollar further. Here are some easy tips to start thinking about:

  • Don't go into retirement with debt over your head
  • Keep pumping money into super and other assets whilst you're still working
  • Develop strategies to maximise government entitlements where possible
  • Ensure you have a plan on how you will draw an income from your assets
  • Consider volunteer organisations & other community groups to be involved with
  • Ensure you have a sound estate plan including wills and Powers of Attorney

CONTACT

Rawson Verco Need
38 Greenhill Road
Wayville, SA , 5034

Phone: (08) 8201 8900
Fax: (08) 8201 8901

POSTAL ADDRESS

Rawson Verco Need
PO Box 6627 Halifax Street
Adelaide, SA, 5000

LOCATION

Address

38 Greenhill Road, Wayville, South Australia , 5034