Financial planning is about helping you achieve your short, medium and long term goals, through proper management of your finances. Whether you’re a young person just starting out in the workforce, or an older person preparing for retirement, financial planning can help you make sure your finances are in a healthy position.
David Kutcher Financial Planning offers a range of financial planning services, focussing on our client’s individual needs. We work out a financial plan specific to your situation and goals, and give you more power through:
- Better understanding of your financial position
- Ability to strategically plan for your future goals, like home ownership, travel, large purchases or business investments
- Identifying your risk profile, to ensure your investments suit your lifestyle and goals
- Giving you options about where your money could be invested, and providing information about their performances over different time periods
- Providing peace of mind through superannuation and retirement planning
- Advising on insurance’s to protect you, your family and your business
We work with you now and over the longer term to choose a financial structure that is appropriate to you, and monitoring and modifying it into the future. We keep track of the market trends, interest rates and investment opportunities relevant to you, freeing you up to concentrate on the things you enjoy, while our experts look after your financial plans.
Our services include, but are not limited to:
- Financial planning
- Tax structures and planning
- Estate planning
- Insurance and risk management
- Retirement planning and superannuation
- Investment advice
- Wealth accumulation
- Business succession planning
- Asset management
To discuss how we can help you achieve your financial goals, please contact us today.
David Kutcher Financial Planning Pty Ltd is a corporate authorised representative of Bluewater Financial Advisors Pty Ltd, Australian Financial Services License number 411846