The Financial Planning Association's research shows that three quarters of Australians have experienced financial difficulty at some point. While household wealth is rising, so too is our cost of living, credit card debt, and many Australians struggle to afford the home they want.
Now more than ever, Australians need good financial advice. Good financial advice helps you make the most of what you have while helping you to create a comfortable future for you and your family.
Good financial advice is also about providing you with the information you need to move in the direction you want to head. That's why seeing a professional financial planner can make a huge difference to your financial future.
Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.
Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:
- Initial financial advice
- Implementation of a financial plan
- Ongoing investment portfolio management
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.
Don't take unnecessary risks with your future! Allow the professionals at Delphi Business Group to guide you towards achieving your financial goals.
Good advice from experienced, well-informed financial planners like ourselves can help you save money, protect against risk, manage debts, grow assets, reduce tax liabilities, plan for retirement, identify entitlements for government benefits, and plan what inheritance is to be left to the next generation.
We are available to be your first point of contact for any decisions that can impact on your financial future. Regular interaction with us can ensure that your financial strategy is always consistent with your goals and changing lifestyle needs.
Our role is not to sell financial products, our role is to help you meet your objectives through implementing appropriate strategies.
- Retirement Planning
- Investing in Superannuation
- Investing in Shares
- Investing in Managed Funds
- Asset Protection Strategies
- Investing in Allocated Pensions
- Taxation Strategies
- Savings Strategies
- Estate Planning Strategies
- Life Insurance & Income Protection
- Social Security Needs
- Income Needs
- Investing in Real Estate
For more information or to arrange to speak with one of our accountants or financial planners contact us now by submitting an online enquiry form or call 1300 107 145