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Financial Planning

  Phone 1300 634 000
 

Financial Planning

If you would like to ensure you are comfortable financially now and in the future, PLANNING for this is essential. Our aim is to help you design your own wealth and financial freedom for the future.

Our approach is to look at your current financial position and future goals, as well as understanding your profile for the risks of investing, and then develop an investment strategy that aims to meet all of your goals. This is where having all of the resources in the one group is essential. Your goals will quite often need the input of more than one financial expert and we work together to meet your needs.

We view your financial plan as a long term relationship that we both work together to achieve. As the financial rewards of your investment portfolio evolve, we’ll regularly review your position to help you reach your own wealth milestones more quickly.

Tax Planning  
 

My Financial Group Health and Jolene and Matthew Sukkarieh are authorised representatives of Synchron, AFS License 243313.

And we have a range of investment solutions to help you reach those milestones, including:

  1. Tax-effective investments
  2. Self Managed Superannuation
  3. Personal wealth creation strategies
  4. Superannuation and retirement strategies
  5. Margin lending
  6. Share investing
  7. Managed funds
  8. Insurance and Personal Protection
  9. Centrelink benefits consultations

In order to provide this personalized advice, we may ask you to complete one of the following profiles prior to your appointment:

First appointment A&L

Client Referral Form

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