Financial planning
Our Financial Planning Services

Financial planning means different things to different people. True financial planning maps out your life plan on how to get to you from where you are now in life to where you want to be at retirement and beyond. By its very nature this means no one plan fits all clients. Business and Wealth Partners are just that – your ‘partners’ in helping you achieve all of your financial desires. We tailor solutions to suit your individual needs and wants, we help keep your plan on track by constantly reviewing your goals and circumstances, and we take it personally!

At Business + Wealth Partners we understand how important it is for you to make the right decision when it comes to achieving your financial goals. Our aim is to support you on your financial journey so that you can make the choices that are important to you.

Our process is simple. We’ll get your financial house in order and keep it that way so you can achieve your goals for the reasons that are important to you.

Business + Wealth Partners can assist you to:
  • Make appropriate decisions
  • Identify your lifestyle goals
  • Build confidence in achieving your financial goals
  • Stay up to date with how you are tracking towards achieving your goals
  • Build financial security by creating wealth, protecting your future and making tax effective decisions

First we understand you. What is important to you and why. Everyone’s needs and aspirations are different, so we’ll tailor a plan to suit you.

Next, we look at all the options in finding the best way to achieve your goals. We’ll talk to you about where you are now, where you wish to be, and agree on a plan to help you get there.

And finally, because things are always changing, we’ll work with you to adapt your plan so that it continues to help achieve the things that are important to you. Like so many things financial, it can get complicated. To make it simple, we’ve organised our services into 6 easy to understand plans.

The Cashflow Plan

Cashflow really is king. Getting control of it is the foundation to a secure future.

The Protection Plan

We all work hard to accumulate the assets that provide us and our families with financial freedom and security. Unexpected traumatic health events like illness, accident, premature death or disability, can derail our best plans if we have not provided for them.

The Debt Plan

We will work with you to find ways to reduce or even eliminate your debt on a schedule that suits you.

The Superannuation & Investment Plan

An ideal investment is one that offers you long-term security and performance, is diversified for reduced volatility and is flexible to changing circumstances. We research the market to find the most appropriate options for you.

The Retirement Plan

Successful retirements don’t happen by accident. They are well planned many years before you stop work and require constant planning afterwards. Our main focus is to ensure you have the income you need in retirement and to see that income last for as long as possible.

The Estate Plan

It’s going to happen to us all. Make sure that your assets go to the right people, at the right time in the most tax effective way. A lack of estate planning now can have profound consequences to those that you care about.

General Advice Warning

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.

Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchase a financial product.

Financial Planning services are provided by Business & Wealth Partners Pty Ltd ABN: 74 125 847 805 as a Corporate
Authorised Representative of Infocus Securities Australia Pty Ltd.
ABN 47 097 797 049. AFSL and Australian Credit Licence No. 236523.
Head Office: PO Box 1856 Sunshine Plaza QLD 4558. Phone 07 5458 9400

For more information about Infocus you can visit their website here.

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Are you looking for an accountant who is pro-active with your all important year-end tax planning?

Superannuation

We provide a seamless personal approach to our local Self Managed Superannuation Fund planning.

Financial planning

Financial planning maps out your life plan on how to get you to where you want to be at retirement and beyond.

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209 Aumuller Street, Bungalow, Cairns

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