At George St Planning Services, we have a broad range of clients with varying amounts of wealth and as such there is no required amount of money you must have to seek advice. Many of clients have superannuation with balances of approximately $100,000 and we have been able to provide value for money advice for their situation. It is our job to help improve your wealth without judgement. Feel free to book an obligation free consultation.

Our fees are based on individual situations and the complexity of the work involved. We offer a fee for service agreement or an ongoing service agreement. Please contact us for an initial obligation free consultation where we can discuss your needs and the costs associated with our advice.

Getting the right level and type of insurance in place is critical to reducing your financial risk in the event of injury, illness or death. Many of our clients have debt and / or children and having an income to cover living expenses if something was to happen to them is very important. A financial planner can discuss your risks and help protect your family from such worries using life insurances.

Each individual and their situation is unique and requires a financial plan that will fit their personal situation. Good financial planning reviews your lifestyle and the goals and objectives that are important to you and creates a plan that is suited to you personally. Once you are happy with the financial strategies outlined in your plan your adviser will help you put it into action.

Through discussion we determine the key financial goals you aim to achieve. These may include long term goals of paying off your mortgage sooner or shorter term goals like going on a family holiday. Financial planning can help with budgeting and cash flow management to meet these goals or more complex strategies including tax planning, retirement strategies, debt reduction, investing and many more. It is our job to provide you with the best advice for your situation and help you identify what it important to you.

There is no right time to seek advice. Advice at any stage of your life can help you reach your financial goals whether they are big or small.

Different stages of life may influence the goals that you have such as starting a family or buying a house or when to retire but there is no right or wrong time to seek advice and you don’t need to wait in order to benefit from establishing a relationship with an adviser.

Everyone’s goals in life are different but seeking advice from a financial adviser will help bring you closer to achieving them. Advisers not only help you plan for the future but can also help your current situation while preparing you for the years ahead.

A good financial adviser works with you to understand your needs. They can help you set your financial goals and create a plan to achieve them.

The Financial Advice Association of Australia suggest people often turn to a financial planner to help simplify their finances and set achievable financial goals, providing greater confidence to plan for their future.

Financial planning helps you reach your financial goals now and, in the future, helping you achieve financial independence and giving your peace of mind.

The value financial planning can add to your situation goes beyond financial currency, it can help simplify your life while providing you with financial security and peace of mind about your future.