Financial Planning Services for a Better Financial Future

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Financial Planning Services
It's about the journey, not the destination...
For most of us we have a picture in our minds of what life after work looks like - gardening, golf,
grandkids, health and fitness. The sad reality is that around 80% of retirees wil rely on the government
for some sort of assistance. At Future Accountants and Advisers our goal is to lower that number as much
as we can and it starts with YOU. We are passionate about creating strategies for you that guide you on
your journey to the destination you deserve.
Financial planning plays a starring role in helping individuals get the most out of their money. Careful
planning can help individuals and couples set priorities and work steadily towards long-term goals. It may
also provide protection against the unexpected, by helping individuals prepare for things such as
unexpected il ness or loss of income.
Tailored Solutions
We know that every individual and family is different. That is why we custom tailor our Financial Planning
Services to your stage in life and your destination of what it is that you would like to achieve. Put simply,
we produce for you a tailored report that il ustrates what your future financial position might look like
based on your current financial circumstances, life goals and needs.
Using information such as:

your likely retirement age

household income and expenditure

current assets and liabilities

superannuation balance
We are able to map out a LIFEPLAN and visual y demonstrate how much you can afford to spend or
invest today in order to provide for a better financial future.
This wil give you a clear guide of how much money you wil need in retirement, an estimate of how much
money you'l have in retirement if you stick on your current path, and a roadmap of how to ensure you get
to your chosen destination and have the retirement that you deserve.

Your Next Steps
Contact the FutureAA team on 1300 528 723 for a free, no obligation 30 minute chat to chart your current
and your future road maps. See some simple strategies that could change your FUTURE forever.
This could be the MOST important meeting you ever have.
Future Accountants & Advisers Pty Ltd
3/12-14 George Street Waril a NSW 2528
Phone: 02 42961068 Fax: 02 42953646
Email: [email protected]