Plan your finances in Australia

When emigrating, making decisions regarding your financial matters can be daunting, confusing and potentially risky. This can be especially so whilst you are developing your understanding of another country’s financial system.

A wise course of action is to seek professional assistance. Nine out of ten Australians who have used a financial planner have benefited from the experience¹. Advice from an experienced financial planner can help you save money, protect against risk, manage debts and assets, reduce tax liabilities and estate planning.

What is financial planning?

Financial planning is a process that integrates your lifestyle goals, investment, insurance and retirement needs into an action plan taking into account all of the issues that affect planning for a secure financial future. In simple terms financial planning helps you understand how to:

n         Take advantage of investment opportunities

n         Create the right structures to build and protect 
your wealth

n         Manage investments tax effectively

How a qualified financial planner can assist you

Today’s financial markets are complex and ever-changing. Understanding what’s important and making the right financial decisions now will determine the life you live tomorrow.

Regardless of your current circumstances, you probably have dreams and aspirations you would like to achieve after moving to Australia. Key areas that a professional financial planner would consider with you are:

n         Investment opportunities in the Australian market

n         Managing debt effectively

n         Superannuation & retirement planning

n         Personal insurances

n         Social security

n         Estate planning

It is important to get strategic advice from an expert who has access to research and investment market information, and has specialist knowledge to answer all of your questions.

Benefits of financial planning

Financial planning helps you make a commitment to your long term financial well-being. Working with a qualified financial planner to assist you in the process will:

n         Give you direction, meaning and discipline to your financial decisions

n         Help build and protect your income and investments

n         Assist in planning for major life changes such as retirement

n         Alert you to any potential taxation or investment pitfalls

Most importantly it will provide you with peace of mind and security that you are on track to meet your financial goals.

Financial Planning Professionals

When engaging a financial planner you need to make sure that they have the correct qualifications and be operating according to the law in Australia governing the financial planning profession. A financial planner must be an authorised representative of an Australian Financial Services Licensee and ideally they would have achieved the highest level of certification for a financial planner in Australia, that of a Certified Financial

Planner (CFP).

Wealth Partners Financial Solutions is an authorised representative of AMP Financial Planning, one of Australia’s largest and most respected financial planning licensees. They offer a comprehensive financial planning service to individuals, companies and trustees. They are happy to work with your existing advisers or can provide an introduction to Australian based accounting, legal, stockbroking and banking professionals through their trusted

advisory network.

Wealth Partners has CFP qualified financial planners with the expertise to assist people who are settling in Australia from overseas.

Information Supplied by:

Wealth Partners Financial Solutions

Phone: +61 2 9955 1988

Email: mail@wealthpartners.net.au

Website: www.wealthpartners.net.au