Financial Planning Services for Families
becoming-a-parent

Becoming a Parent

  Develop a plan for your goals and your timeframe.

✓  Set a budget prior to having a family or if you’re off work with a family.

✓  Develop an investment strategy for long term goals like private education.

✓  Review, recommend and arrange appropriate insurances.

✓  Recommend superannuation strategies to help you continue saving for retirement.

✓  Recommend if you need a Will or need to review your Will.

✓  Advise you when you need to see an accountant or solicitor.

educating-the-kids

Educating the Kids

✓  Develop a plan based on your goals, situation and timeframe (eg how much it is likely to cost to educate your child or upgrade your house).

✓  Set an investment and budget management strategy to accumulate money for your goals.
Review, recommend and organise appropriate insurance.

✓  Recommend superannuation strategies to ensure you’re still saving for retirement and minimise the total tax you are paying right now.

✓  Recommend if you need a Will or need to review your Will with a solicitor.

getting-married

Getting Married

✓  Review and help you set goals and timeframes.

✓  Review and analyse your joint income and spending patterns.

✓  Review financial commitments and debts.

✓  Review your individual and joint investments.

✓  Identify opportunities to save money.

✓  Recommend savings or investment products to achieve your goals.

✓  Review, recommend and arrange appropriate insurance.

✓  Identify if you need to talk to a solicitor about a new Will.

getting-divorced

Getting Divorced

✓  Review your financial situation after your divorce settlement.

✓  Help you set new financial goals.

✓  Identify your income and financial commitments.

✓  Develop a new budget and plan to achieve your new goals.

✓  Review, recommend and organise appropriate insurance for you and any dependents.

✓  Review your superannuation and retirement savings.

✓  Recommend ‘catch up’ strategies for retirement savings if you need it.

✓  Review your finances to see if you are entitled to any social security benefits.

✓  Recommend if you need to meet with a solicitor to create or update a Will.

Contact Us

3/6 Rebound Ct, Narre Warren
VIC 3805, Australia

03 9796 7778

 

Daniel Boce, trading as Lifestyle Solutions Financial Planning, ABN 44 870 985 986 is an Authorised Representative of SYNCHRON (Australian Financial Services License No. 243313). This website contains general
information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.