CLIENT RESOURCES

RETIREMENT CALCULATOR
 

We have used several retirement calculators available to us but have found this one particularly comprehensive and easy to use:

 

Retirement Calculator

 

This link will open a new window, select the "start" button and the program will commence.

FREE FINANCIAL HEALTH CHECK
 

We focus on providing you with quality long-term financial advice tailored to suit your needs. The starting point is to book in for a free initial consultation to assess your situation and discuss any strategies that may be relevant to you.  If we identify any areas where we may be able to add value to your situation by providing you with personal advice, we will let you know the cost, in flat dollars, to engage our services and move forward with a personal financial plan.

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FINANCIAL PLANNING PROCESS

 

We first get to know you in detail to map out where you are in terms of your personal and financial circumstances. Your designated specialist will have an in-depth conversation with you and take time to understand your life goals and the things that are important to you. This helps us ascertain your financial objectives and commence work on formulating the best methods for you to reach your personal objectives...... READ MORE

© 2017 by Assurity Financial Planning Pty Ltd

Assurity Financial Planning Pty Ltd ABN 80 129 171 624 T/A Assurity Financial Planning

Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749 an Australian Financial Services Licensee and has its registered office at 105-153 Miller St, North Sydney, NSW, 2060