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Our Services

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Need Identification

  • Identify areas in your financial circumstance that could be improved
  • Ensure you are well informed of each identified area.
  • Prioritise resources to address more urgent/important needs.

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    Financial Modelling

  • Build a financial model that captures your assets, liabilities, income and expenses.
  • Help visualising cash flow and asset positions with long term projections.
  • Identify tax saving opportunities.
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    Superannuation

  • Assisting with superannuation fund selection.
  • Developing superannuation contribution and investment strategies.
  • Planning for superannuation retirement pensions

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    Non-superannuation investment advice

  • Ownership structure strategies
  • Investment platform(s) selection
  • Investment selection and portfolio construction
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    Personal Insurance

  • Insurance needs analysis
  • Ownership structure
  • Insurer & cover selection

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    Wealth Transition

  • Discuss key considerations for transferring wealth to the next generation.
  • Identify specific wishes.
  • Engage subject matter expert/professional for further assistance

    • SCHEDULE A 15 MINUTE DISCOVERY MEETING

      OUR SERVICES

      • Needs Identification
      • Financial Modelling
      • Superannuation
      • Non-superannuation investment advice
      • Personal Insurance
      • Wealth Transition

      MORE INFORMATION

       

      FOR GENERAL ENQUIRY:

      Phone: 02 94198339
      Email: admin@essenceplanning.com.au