What We Do

Financial Planning Offering

Financial Plan

To map out a Financial Plan just for you – we need to get to know and understand;

  • Your lifestyle and financial goals
  • What and who is important to you
  • Where you stand financially
  • What you want your money to do for you

With this information we can create a clear vision for your financial future. Building and protecting your wealth is our primary concern.

The financial roadmap we prepare covers the areas we discuss, sets out markers we can track and establishes a plan to create the life you want.

Keeping you on Track
On-going Service

Our on-going service provides the accountability and monitoring to make sure you stay on course to a better financial future.

The Flinders Wealth on-going service offer covers;

  • Keep you on track by measuring and tracking financial position
  • Provide counsel to help you make financial decisions with confidence
  • Assist you to manage your budget and cash-flow
  • Regular communications to keep you up to date with legislative, tax and regulatory changes
  • Strategy, review and planning meetings

Investment Management Service

If anything, we’re probably a bit boring when it comes to investments – but most of our clients like it that way. The secret to financial security isn’t a ‘get rich quick’ scheme and it isn’t particularly exciting, but it does work.

We apply a long-term investment philosophy that taps into compounding, promotes re-investment, limits transaction costs and defers capital gains tax.

From working with financial successful clients – well founded long-term investment principles applied with patience and discipline delivers strong returns over time.

Based on what your comfort levels of risk – we construct tailored portfolios applying our core investment principles;

  • The power of compounding
  • The importance of a rising income stream
  • A focus on high quality assets
  • Don’t overpay for investments

Our firm is devoted to educating clients to stay the course. We try not to be too positive about short-term success, or too negative about short-term setbacks.

Protecting Your Family & Income

We can establish a plan to replace your income and protect the family home & household in the event of illness, injury or premature death.

List of Services

Flinders Wealth provides a comprehensive range services which include:

  • Retirement Planning – the Path to Financial Independence
  • Buying a Home
  • Protecting Your Family & Income
  • Getting Your Finances into Shape
  • Superannuation Planning & Strategies
  • Tax Planning & Structures
  • Wealth Accumulation
  • Budgeting & Cash Flow
  • Self-Managed Superannuation Funds (SMSF)
  • Life Insurance & Income Protection
  • Government Entitlements
  • Redundancy Planning
  • Asset Protection
  • Securities (Direct Shares)
  • Debt Management
  • Local and International Managed Funds