The advisers at Moneyplan are highly skilled and educated, for over 35 years we have provided comprehensive advice to a vast range of clients. We pride ourselves in adding significant value to our client’s through our planning, advice and guidance.

Lifetime Cash Flow Modelling and Wealth Projections

Moneyplan will assist you plan for your financial future and ideal lifestyle. Our role in essence is to:

• Help you see clearly where you are now, especially in financial terms.

• Help you to identify where you want to be at some future date.

• Identify some improved ways of getting you from where you are, to where you want to be and help you to make decisions. When we talk about where you want to be at some future date, what we mean is… How you want to spend the rest of your life and what will it cost.

For us to confidently provide you with answers to the above, we utilise sophisticated lifetime cash flow modelling software. Our comprehensive process and advice helps you gain clarity on 3 key questions:

1. Am I going to be ok?

2. Is my family going to be ok?

3. How can I avoid mistakes and optimise my situation?

Client Centred Strategic Planning and Advisory

Strategy development is about identifying issues that need addressing as well as opportunities to grow, protect or manage your wealth. Our areas of expertise include:

• Helping you gain clarity about what is important in your life and your goals, then aligning your money to achieve these

• Assisting you with making smart decisions with your money i.e. optimising where you allocate your surplus cash flow

• Debt management - structuring your affairs to clear inefficient debt and also using debt to your advantage to build wealth

• Protecting the things that are important to you from the risks of life i.e. loved ones, your wealth,
  income, lifestyle and business interests

• Strategies to enhance and manage your wealth

• Superannuation strategies

• Self managed super funds (SMSFs)

• Tax effective strategies, structuring and planning

• Investment advice and portfolio management - click here to read about our investment philosophy

• Retirement planning - financial independence planning and transitioning into a fulfilling retirement

• Redundancy and employment termination advice

• Centrelink and Department of Veteran Affairs

• Retirement village advice

• Aged care strategic advice

• Intergeneration wealth planning and management

• Legacy and estate planning - ensuring that your affairs are in order when you’re not around or can’t look after them yourself and that your wealth is passed efficiently to your loved ones

• Business succession planning

Here are the practical ways our advisory service can add value to you, we will:

• Save you time, so you can spend it on what you enjoy

• Take care of the paperwork and administration burden of managing your wealth

• Translate complex matters

• Help simplify your life and make decisions

• Get you financially organised

• Give you accountability

• Act as your coach, sounding board and project manager

• Sort out the overload of information

• ‌Help you maintain a disciplined approach

Financial planning may seem complex and while sometimes it can be, we believe our role is to simplify these complex matters and educate you, so that you can make informed decisions.

Where appropriate we may draw on the expertise of other professional specialists (i.e. your accountant, finance broker, solicitor, bank or property specialist) to ensure that you receive the very best advice.

As the sketch below illustrates, real financial planning is not just about money. Our role is to help you make smarter decisions with your money, so that you can use it as a tool to live your best life. 

Get in touch

If you would like one of our team to contact you please don't hesitate to contact us.

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