A financial plan is the best way to make sure your finances meet your immediate and future needs.
Good financial advice can pay for itself many times over by helping you optimise your investment, debt and taxation position.
Financial advice starts with a financial plan and often builds through an ongoing relationship with an adviser. Two critical components determine how prepared you are to build and preserve wealth:
A financial plan outlines your goals and how you will financially achieve them.
It can include:
o An analysis of your financial situation covering your income, debts/loans, spending habits and level of current savings
o Review your wealth protection needs and ensure you are adequately covered
o Tax-effective wealth creation strategies using investment vehicles, tailored to your individual financial needs
o Retirement planning strategies to maximise your superannuation and ensure you save enough for a comfortable retirement.
A financial plan (or statement of advice) is developed specific to your personal situation and goals. The plan includes sophisticated financial strategies designed to manage investments, debt, tax, legal, retirement and estate planning.
Your Gant Financial Management adviser can provide ongoing service by monitoring and, as required, updating your financial strategies and investments to align them with your personal goals.
Gant Financial Management provides comprehensive tailored financial solutions via experienced advisers, supported by a team of experts, specialising in Wealth management for individuals and families.
Our advisers are Representatives or Authorised Representatives of Gantfm Pty Limited. Australian Financial Services Licence number 306630. ABN 57 836 901 300.
A personalized strategy for each of your life goals.
This is for investors who are saving for a home down payment, future tuition, or any other specific purchase or event.
Often you don’t have a specific reason to save but still want to grow your wealth over a long period of time.
This is one of the highest priority goals we recommend for investors, designed to ensure you have an emergency fund.