How We Help You
FINANCIAL PEACE OF MIND FOR CLIENTS
There’s often confusion about what a financial planner does. It’s bigger than just investing.
Our process comprises multiple steps. Each step is important because they us help define you, your position and your goals. With this knowledge we can put in place a strategy to target your ideal future.
What’s Important To You?
Don’t ask: ‘where am I going?’
First ask: ‘what’s important?’
- What’s important to you about your family?
- What’s important to you about your health?
- What do you value most about your lifestyle?
- What are your career goals?
- How do you feel about your investments?
- How important is financial protection for your family?
- How does your ideal retirement look?
- What are your estate planning goals?
- What’s important to you about your community?
There’s often confusion about what a financial planner does. It’s bigger than just investing. Our process comprises multiple steps. Each step is important because they us help define you, your position and your goals. With this knowledge we can put in place a strategy to target your ideal future.
Our clients are people at all stages of life. Some are employees. Some are employers and business owners. Some are retired. They are all complex individuals with different goals, incomes and lifestyles, yet they all share one thing in common – they delegate to us so they can focus on other areas of their life.
If you want to free up time to focus on other areas of life, or just get a trusted set of eyes on your affairs to find every financial advantage, our strategic financial planning services can help specifically with the following:
- All aspects of superannuation and retirement planning
- Advice with redundancy
- Advice on asset ownership structures
- Minimising capital gains tax on the sale of assets
- Cash flow, budgeting and debt management
- Insurance & risk review
- Business valuation assessments
- Business management issues
- Business succession planning
- Establishing charitable trusts and foundations
As the investment landscape evolves and legislation changes, we aim to be dynamic. Lettin Wealth looks to implement strategies that adjust to changes in your individual circumstances and the changes in the world around you.