Align Financial Planning Pty. Ltd | Financial service

Align Financial Planning Pty. Ltd

Phone: 0403 145 139

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• Financial planner
• Financial consultant

14.01.2022 Dare to dream, dare to set your goals and let Align Financial Planning be part of your team to help you get there. Even the longest journey starts with the first step and that first step is to start planning now for your future. You in retirement wants you now to take that step so call Jason at Align Financial Planning on 0403 145 139 to book a time.

14.01.2022 Until you put plans in place for your future your dreams for the future will stay as dreams. I am passionate in helping people put a great plan in place that is tailored to them and balances up their goals of today and tomorrow. You at age 60 wants you of today to start planning for your future and we at Align Financial Planning can help you put a great plan in place to get you on your way to achieving your goals. So call now on 0403 145 139 to make an obligation free appointment as your first step to financial freedom.

07.01.2022 At Align Financial Planning we know that our clients have financial needs outside of our services and that is why we have developed a strong network to ensure that these needs can still be met. This ranges from: *Accounting needs; *Business finance; *Home loans;... *Business advisory; *Equipment finance. Our network has been vetted to ensure that, like Align Financial Planning, they provide the best solutions for clients.

03.01.2022 Wow, it's 40 days to Christmas! A great time with family and friends but it can also be an expensive one. A great example of how planning ahead can make things easier is having a savings plan for this time of year. A separate account where you automatically set aside money every pay to build up during the year. Some institutions allow you to change the name of the account online and I don't know anybody who would dip into the "x-mas fund" during the year. Unfortunately, without a savings account set aside many people put the festive season costs on their credit card where interest charged can be very high. Just a small tip as part of an overall plan but it does make a difference.

02.01.2022 Many people ask me "What does a financial planner do?" In its simplest form we work out the best plan to achieve peoples goals for the future and ensure there is a safety net in place to cover for unexpected events that may impact on peoples health. Most clients I first meet have some sort of plan in place but it is not fully complete. On average it is only 50% effective. What a planner will do is refine a plan to maximise how well it works to achieving your goals. What does ...this mean for you? You may save tax, build wealth faster, save more or earn more with your funds. But what does this really mean? It means you will retire earlier, retire with a better lifestyle, clear your home loan faster, see more of the world, help your kids more or ensure you have financial security for your future or all of these. A common question I ask people after working out where their plan is taking them is to ask what part of their current lifestyle will they be giving up when they retire. Why? It is because the plan that they have going forward will not provide the lifestyle they would like to have in retirement. They are going to fall short of their goal. So what are their options? They have three options being to work longer than they hoped for, retire at their goal age but with a lifestyle that is less than they hoped or review their plan NOW to avoid the other two options. If you don't have a plan or don't know if your plan will achieve your goals then contact Jason at Align Financial Planning now on 0403 145 139 to make an obligation free appointment to see where you are heading financially and what your options are.