Financial Planning & Advice
A Money Solutions Financial Adviser can prepare a road map for your financial future – and help keep you on track to meet your financial goals.
What is Financial Planning?
Do you have a plan for your finances? Do you have enough money for your retirement? A Money Solutions Financial Plan can help you prepare more confidently for your future. It can help you:
- Build a comprehensive picture of where you are today
- Set your financial goals
- Develop a road map for your financial future
- Review your investment options
- Implement your plan
- Provide you with tools to monitor your financial progress.
How can a Financial Adviser help you?
A Financial Adviser can help you save money and make money by:
- Selecting the right super fund
- Choosing the right investments
- Minimising super fund fees
- Utilising strategies like salary sacrificing and co-contributions
- Minimising tax
- Maximising returns.
How to keep on track for your financial goals
It’s important that you have a financial plan. It is equally important hat you regularly review that plan. Our Financial Advisers can periodically help you:
- Confirm whether your existing goals remain appropriate
- Analyse the performance of your super fund
- Check your investment profile (eg. defensive, balanced or growth)
- Review the performance of your investments
- Look at changes in market conditions (eg property vs shares)
- Take advantage of changes in superannuation laws
- Gain fresh motivation to meet your financial goals.
How is a Financial Adviser different from a Money Coach?
Money Solutions has Money Coaches and Financial Advisers. What’s the difference?
Money Coaches help you over the phone with advice on specific financial issues (eg how to consolidate your super, etc). This low cost financial advice is simple, clear and accessible.
Financial Advisers offer a more comprehensive service. They look at your complete financial situation and prepare a plan for your future. Financial Planning requires more of an investment, but it also helps you take complete charge of all your finances.
Your first meeting is free – find out if we’re right for you
Do you really need a financial plan? Is Money Solutions a good fit for you? Find out by meeting with us. The first meeting is absolutely free. It gives you an opportunity to get to know us and decide if our services are right for you.
How much does a financial plan cost?
Money Solutions charges a fee to create your financial plan based on its complexity. Your Planner will advise you of the fee prior to commencing any work. This fee includes:
- A strategy meeting to review your options
- A Money Plan or Statement of Advice - a written record of our recommendations
Money Solutions charges a separate fee to implement your Money Plan. Again, your Financial Adviser will advise you of all fees prior to commencing any work.
Take charge of your financial future today!
To book your personal and confidential session with a Financial Adviser, phone us today on 1800 046 144, 8am - 6pm Mon - Fri (EDT), or email at coach@moneysolutions.com.au.