Your money is a tool. Nobody buys a drill and just leaves it in the shed. It needs to be used for drilling. We believe that money is the same. It's not smart to leave it sitting in a pile, doing nothing, but rather it have a role, to be used to assist you in meeting your, and your families goals.
Don't love it too much! There is a line from the bible that reads "Where your treasure is, there your heart will be also". If you love money too much, it will consume you, and your family, friends, the beauty of the world around you will pale. We want to help you treasure the important things, by taking your heart and mind off your money, so you can know that there is a plan in place, and you can get on with what's important.
Get the most out of it. Life isn't a competition where dollars are the points, and the person who dies with the most points wins. We believe that to get the most out of your money, you need to clearly understand the goals you have for life, and use your money, in the right way at the right time, to achieve those goals. We can help you with that clarity and focus, rather than just on hoarding it away.
We're open to everyone. It can be so hard to try and squeeze an appointment into a lunch break, especially if you have to duck away from a worksite, or you are a shift worker, or have small kids. We believe that everyone should have access to quality financial advice, so we make sure you can access it. We come to you, to your home, workplace or worksite, even your favourite coffee shop, if that is what suits you best. We also offer appointments outside of normal business hours, after kids are asleep. We can crunch numbers anytime, but we can only see you when it works for you.
Financial planning isn't just about helping multimillionaires buy their 12th Sydney investment property. For us, it is about helping everyday Australians take control of their financial future. This means different things to different people, but might include:
If you would like assistance with any of these, please contact our team for a no obligation, free appointment to discuss how a financial plan could benefit you.
There is a standard process to developing a financial plan, and putting it into practice. While it isn't the same for everyone, the general process is as follows.
Superannuation are retirement planning
We can review your Superannuation provider to ensure you:
Personal Risk Insurance
We can assist you with a range of life, disability income protection and business insurance policies. Your needs are calculated, and compared to a range of providers to ensure you get the cover you need.
Orange Personal Financial Planning can provide you with a tailored investment solution to ensure you put your savings to work. We are licensed to provide advice on a wide range of investments across all major asset classes, and can offer you simply and easy tax reporting to ensure you keep the accountant fees low.
Strategies and planning
Whether getting married, saving for a home, or putting money away for your kids, we can provide you a step by step plan on how to achieve you goals, with regular check ins to ensure you are accountable for implementing it.
We're big fans of talking face to face. So please call us to arrange a time to meet up, a time that best suits your busy schedule. Or, if you'd prefer, send us an email and we'll call you.