Future Planners have the expertise and experience to provide a comprehensive financial service for clients. We take the time to understand your position and your priorities and then tailor a strategic plan to meet your specific needs.

The basis of our strategies for clients is to plan for and build on those areas that we can foresee and control, and as far as possible, protect against those that we cannot.

Can Future Planners help me?

I’m planning for my retirement

Planning for retirement

Possible strategies could include:

  • Salary packaging.
  • Contribution and pension planning.
  • Self Managed Super.
  • Sale of your business.
  • Getting the most out of downsizing.
  • Investments.
  • Understanding Centrelink and Aged Care.
  • Working out your expected retirement income.
  • Helping your children or grandchildren.
  • Intergenerational transfer of assets.

I've got a good job (or a business) and investments, but what now?

Building on Investments

Possible strategies could include:

  • Asset ownership issues.
  • How to leverage your financial position.
  • Managing capital gains tax.
  • Managing finance and risk.
  • Self managed super.
  • Contribution and tax planning.
  • Investments and strategies.
  • Helping the kids.

I'm juggling a career and a family

Financial strategies for families

Possible strategies could include:

  • Budgeting.
  • Reducing personal debt.
  • Protecting your family and income.
  • Education for the kids.
  • Building your wealth.
  • How to leverage your financial position.
  • Minimising tax.
  • Understanding investments.
  • Finance planning.