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I would like to know if my current superannuation strategy is going to enable me to have the lifestyle I want in retirement.
I would like to know which investments are best for me.
I would like assistance in managing my cash flow, consolidating my debts, knowing the difference between good debt and bad debt, and setting up reasonable steps so that I can reach my goals.
I would like help with mitigating my taxation obligations and identifying opportunities for growth, either at a business or individual level.
I would like to make sure that I have the correct levels of insurance, and the right kinds of policies in place to ensure that my lifestyle and my family are protected should anything happen to me.
I would like to buy a house, or would like to make sure that my current mortgage is the best one for me.
I would like to make sure that my final wishes are carried out and that my family will be left financially sound in the event of my death.
I would like to retire within the next 10 years and would like to make sure that I am taking advantage of every opportunity I have to maximise my financial security in retirement.
I don’t feel that I’m ready to take any big steps now, but I’d like to make sure that I’m setting myself up so that I can achieve everything I want in the future, whether that be saving for an overseas holiday, or a wedding, or whether that involves making some lifestyle changes over the next few years. I want to get this right!
Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.
The team from 360Private have been our taxation and superannuation advisors for the past 15 years. Throughout that time we have received very high quality professional advice to assist us progress to long term goals of financial independence.