Financial planning

Your future prosperity starts here and now

You want to get ahead. You want to be able to retire with your house paid off, money for daily life plus some extra to pay for a night out, holidays here and there and ideally money to help your kids and family. You want to know that your super is well managed. The earlier you start your financial planning journey, the more secure your future will be.

What are you going to ask your financial planner?
What do you want to know?
What do they want to know?
What should you expect from a financial planner?
Is this why you’ve put it off for so long?

Because we know and understand your financial, business and often personal circumstances, we meet together with you and Knight Financial Advisors to establish your needs and expectations when it comes to financial planning, personal insurance and superannuation.

Our joint venture partnership is conducted as a collaboration of experts, with one objective in mind: YOUR BEST INTERESTS.

Expert advisors working collaboratively ensures you get the most appropriate financial advice to create a financial plan that aligns with your goals, your level of understanding of investment, and agreed investment risk that is most suitable for your financial situation.

You want to know everything is going to turn out OK. We’ll guide you from financial anxiety to freedom and success.

So instead let’s ask these questions.

Do you have confidence in your plan to get there? (“what plan?”, you ask) We work together with you and our preferred financial planner to create a plan and help you achieve the prosperity you deserve.

Will you be on a budget of bread and water feeling guilty going on a holiday or ordering smashed avo breakfasts? No. Life is meant to be enjoyable.

Do you have to take an interest, take advice from experts and make a few small changes that will make a really big difference? Yes, but you can do this!

Will it be easy? We think so. The goal is for you to succeed and feel comfortable on your journey. We have invested time, effort and thinking to explain complicated issues in simple language and pictures that are easy to understand.

Will it happen overnight? It won’t happen overnight, but it will happen.

So what do you have to do? Start with an open mind and the enthusiasm to make a better future.