Financial Planning

Financial Planning


Acumon Financial Services Pty Limited offers all things financial planning for any stage of life. Our financial planner takes the time to understand your individual circumstances to ensure that we can help you to develop an effective financial planning strategy that will allow you to work towards a comfortable retirement. It is important to start early to ensure that you can build great financial foundations, take the right pathway to wealth creation and make the most of your countdown to retirement.

Build Financial Foundations

It is never too early to start planning your financial future. In fact the sooner you start, the better. Just like building a house, you need to make sure that you build great financial foundations so you are prepared for the future. Your financial planning strategy can then be developed from these foundations. Your financial planner looks at where you want to sit financially in 5 years, 25 years and even 50 years when you are retired. Many of us neglect our finance whilst we are young as we are planning holidays and events, but you should make sure you are starting your financial planning.

Countdown to Retirement

By your mid 50s, you will be counting down to retirement. At this time, you will probably have some assets under your belt, however you need to start planning how you are going to manage your money and assets in retirement. Your financial planner will look at your estate planning and business planning to ensure these are clearly set out and actioned. Financial planning at this time will enable you to transition smoothly into a comfortable retirement lifestyle.

Pathway to Wealth Creation

Your mid 20s to early 50s is a crucial time in your financial planning. In this time, you will probably buy a house, start a family and get a steady income as you gain more experience in your career. May people try to set themselves up during this time but often unexpected circumstances interrupt this. We will help keep you on track and help you look at debt and tax strategies to ensure you are on your pathway to wealth creation. Seeking advice and implementing an effective strategy at this time can make a massive difference to your SMSF and financial position at the time of retirement.

Retire in Style

Everyone wants to retire in style, which is the final phase in the game of money process. To do this successfully, you will need to:

  • Have clear goals
  • Clearly plan your estate
  • Know whether you have enough money to retire
  • Be aware of how long your money will last
  • Have tax free pensions
  • Devise a solid investment methodology

If you would like to retire in style and need help in any of these areas, call us at Acumon today on (02) 4931 1100 and speak to a member of our expert team.

Remember, it is never too early to start planning for retirement so whether you are just looking to build financial foundations, you are on your pathway to wealth creation or if you are counting down to retirement, Acumon Financial Services can help you. Our Financial Planning services are not limited to but include:

Acumon Financial Services Pty Ltd ABN 96 137 905 116 is a Corporate Authorised
Representative (ASIC No.1232849)

of GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544
Liability limited by a scheme approved under Professional Standards Legislation.

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