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Take control of your finances
Financial Planning
Whether you’re new to the home buying journey or heading towards retirement we can help you develop a clear strategy.
What we can show you
- Are there any risks or roadblocks that might prevent you from reaching your future goals?
- What personal insurances you actually need for your life stage to protect what you have built.
- How you can repay your mortgage and/or other
debt faster and save on interest repayments.
Benefits to you
- Mortgage interest savings.
- Personal Insurance advice and premium savings.
- Take advantage of any surplus funds and future income increases to get ahead faster.
Pricing
Financial Life Mapping Starter
Perfect for first home buyers
Starter pack provides you with a Snapshot of you current financial position with key insights
One- off session
Includes:
- Discovery Consultation of Current Position
- Data Report (One-off PLX Access for client data entry inc graphs and tables with overview notes)
- Mortgage Application will be produced from this session.
We can show:
- Your current financial position.
- If you can afford a new mortgage.
- Are you on track to retire?
$250 + GST
Financial Life Mapping Standard
Perfect for people wanting to get ahead
Financial strategy and cashflow modelling to get ahead
One-off Session
Includes:
- Starter pack +
- Strategy + Advice
- Ongoing Planolitix Access
You want a holistic strategy and to track your financial progress over the long-term.
We can show you:
- How to take advantage of any surplus funds and future income increases to get ahead faster.
- Current position of your existing Investment properties.
Our advise could include
- Basic Debt Repayment Strategy
- Basic Bank Account Structure
Budgeting - Investment Property Overview
- Full Financial Strategy
Suitable for client’s transitioning into their first investment property, or have 1-2 investment properties already
$495 + GST
Ongoing Annual Reviews or Tracking Progress $250+gst per session
Financial Life Mapping Premium
Perfect for sophisticated borrowers with
Trusts and companies
Financial strategy for more complex scenarios to lock in your progress
One-off Session
Includes:
- Standard pack + trusts and companies
You already have a high asset values or complicated scenarios and need a want a financial strategy.
We can show you:
- Model future purchases.
- Investment Property Portfolio – Sensitivity Analysis
- If your Investment Property/s are on target.
Stress test property costs and income against personal finances. - What impact rising interest rates will have on your property portfolio.
- How to create a long-term buy/sell strategy across your property portfolio.
Our advice could include:
- Debt Repayment Strategy
- Retirement Strategy
- Investment Property Portfolio Strategy (3+ Properties)
- Full Financial Strategy
(Covers multi advice in one document)
$995 + GST
Ongoing Annual Reviews and /or Tracking Progress: $500+gst .
(If further advice is required, additional cost will be agreed upon)
You were able to do the impossible and secure us a loan.
Rosemary and I would just like to thank you for all you have done. We don’t have a habit of calling on mortgage brokers and with our earlier encounter of one last week, left us discouraged, as they said we would get a loan and therefore wouldn’t even try. But you came in at short notice and did an amazing job.
You were able to do the impossible and secure us a loan. We were impressed that you were available from early in the morning right through into the evening. There was no answer message which said “you have called us outside normal hours, try again tomorrow.”
We would gladly use you again and recommend you to anyone seeking to raise a mortgage.
- Peter & Rosemary McDonough
You achieved a great deal for us!
As first time home buyers Mario and I were so pleased to have your competent, and friendly, help. We were apprehensive about how best to approach getting our mortgage so consider ourselves fortunate to have been referred to you.
From our first meeting, to moving into our home, the financial side of the transaction was kept simple and quite clear; you achieved a great deal for us.
- Lisa Borck
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