Focus Planning takes a big picture approach to
financial planning.
How can we recommend that a client contribute a
certain level of hard earned income into a super fund when there are high
levels of personal non-deductible debt that exist? |
How can we factor in
the cost of a new car if we don’t know what fixed expenses you have or
that you plan to send the kids to private school? Or plan a well earned
holiday if you have a negatively geared property that uses any excess
income you may have? |
This is why our philosophy is to take only a big
picture approach that can work effectively to help you reach all the goals
and aspirations you have for yourself and your family. |