ADVICE THAT GOES FURTHER
We believe, deliver and provide advice that goes deeper than just your money.
PROFESSIONAL WOMEN
As a successful woman in your own right, you've been able to chart your own path. We can help your turn that personal success into next level enduring wealth and a lifestyle worth aiming for.
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PLANNING RETIREMENT
You're either thinking about setting down some concrete goals or you've made the decision to transition to life beyond work. We can help you turn your aspirations into clear goals and model a proven pathway to make it happen on your terms.
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SMALL BUSINESS
Success in small business can bring a whole bunch of challenges if not managed well, and open the doors to unrestrained wealth if done right. We understand how to help small business owners turn business success into personal wealth and an enduring lifestyle.
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Our process is about helping you
do three key things well
FIND YOUR PATHWAY.
It starts with understanding the lifestyle that you aspire to.
Our focus is to help you find that path and keep you in the right track to the life that you want.
WALK THE PATH.
Keeping your plan on track is key to making progress.
Everything we do is designed to remove the stress of managing your finances, so you can focus on what’s important to you.
STAY THE PATH.
We’re here to help navigate any possible situation and take care of all the details along the way.
Our team are here to support you as and whenever you need us.
Money Management
Budgeting
Money planning
Goal setting
Blending families financially
Saving for education expenses
Debt reduction
Using debt to build wealth
Identifying opportunities to build wealth
Wealth Creation
Identify opportunities to build wealth
Shares
Property
Exchange Traded Funds
Fixed Interest
Separately managed accounts
Family Trusts
Entity Advice
Taxation Planning
Using Debt to build wealth
Investment Advice
Shares
Fixed interest investments
Exchange-traded funds
Managed funds
Separately managed accounts
Term deposits
Listed property investments
Annuities
Investment bonds
Superannuation
Salary Sacrifice
Concessional and non-concessional contributions
Beneficiary Nominations
Investment risk assessment
Investment portfolio recommendations
Investment portfolio management
Superannuation Insurance payout applications
Applying superannuation insurance payouts
Tax advice on lump sum withdrawals
Retirement Planning
Clarify retirement dreams and goals
Clarifiy how much to save for retirement
Develop strategies for saving for retirement
Income Strategies for funding retirement
Centrelink Strategies
Pensioner Health Care Cards
Estate Planning
Annuitiies
Investment Bonds
Superannuation beneficiaries
Reversionary pensions
Structuring Asset Ownership
Wills
Powers of Attorney
GET IN TOUCH
Address:
Co-Lab
704 Sturt Street
Ballarat Central VIC 3350
Phone: 0418 533 772
Allegra Financial Pty Ltd.
ABN 85 614 034 838