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Financial Planning
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Full financial planning to secure your future...
Home Loan Advice Centre provides specialist financial services through it's financial planning and tax accounting arm HomePac.. HomePac financial advisers can provide you with full financial planning services tailored to your specific goals and needs. Our advisers are fully qualified with minimum Diploma of Financial Services (Financial Planning) and further business or Master of Business Administration (MBA) qualifications. See our staff page for more information. HomePac also provides full accountancy and tax planning services making our service a "one-stop financial shop". This streamlines everything as we can source required information and documentation internally between departments rather than having to go back to you each time a new document or bit of information is required. Our service includes ...
PERSONAL INSURANCE - see our insurance page for more information
INVESTMENTS - if you've got property assets, you might want to expand your portfolio by diversifying into other assets such as managed funds, direct shares, or fixed income securities. With the strenght of the research and experience of a number of Australia's leading financial institutiions, we can work out an investment strategy that fits your financial situation. SUPERANNUATION - superannuation is a governemnt incentive to encourage you to save for retirement by giving you tax advantages to put money into super. By taking your future goals into consideration, we can devise a plan that utilises super in a way that suits your needs. This may include strategies such as paying for your loan repayment insurance from your super fund rather than your salary, salary sacrifice arrangements, or using super to purchase investment property. ESTATE PLANNING - if you've spent your life accumulating assets, holding them in the right ownership structure will be crucial to ensure the maximum amount of wealth gets transferred to your children. Our financial plans advise you on the ways to do this via diffent ways to structure your finances including superannuation, trusts, companies, and personal ownership
ACCOUNTING - taxation, tax planning, self managed super funds, business taxation.
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© Home Loan Advice Centre 2000-2010 abn 79 095 932 988 & HomePac abn 88 142 919 328 |
All information provided on the Home Loan Advice Centre & HomePac website is intended as general information and not provided as personal advice. Home Loan Advice Centre can not warrant the accuracy or completeness of information, nor accept liability for any actions taken by you or any another party in connection with it. |