Aim Financial Advice
Financial Services - Essendon, Victoria, Australia
Aim Financial Advice Employees
Aim Financial Advice Details
Financial planning is the comprehensive ‘tying together' of all of your financial affairs. Effective planning across all of these areas will super-charge your financial empowerment.📍 INVESTMENT STRATEGY + MANAGEMENTBeing overwhelmed by the number of possible ways to invest your money affects almost everybody. We explore your core purpose for building your wealth and when you may need to access your money to help you create the right strategy.📍 RETIREMENT PLANNINGThere are lots of complexities that can make your retirement planning a daunting experience. We work closely with you in the years approaching your retirement so that this transition has the least financial stress possible for you and your family.📍 SUPERANNUATIONChoosing the default government superannuation savings plan for retirement, may not be the outcome you really want for you and your family. We make it easy for you to get engaged with your superannuation plan, by keeping it simple with strategies that make the available tax breaks do the hard work for you.📍 CENTRELINK ASSISTANCEGetting your planning right can make a real difference when it comes to qualifying for or maximising your Centrelink benefits. We'll assist you to maximise your Centrelink entitlements without needlessly compromising your longer-term wealth development and enhancement strategies.📍 ESTATE PLANNING GUIDANCEDo you know exactly who will get your stuff when you die, or who will make important decisions for you if you are suddenly unable to make those decisions for yourself? We assist you to map out the right wealth transition plan.Reach out to Luke for an initial discussion via the email or phone number below ⬇️e hello@aimfa.com.aup +61 03 9379 1166
