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Unlock your financial potential with us.
Our approach
5.0 rating from 11 reviews
Our Services
Our Brands
At Wealthy Me, we understand that every individual and family have unique financial goals, and that’s why we offer bespoke financial advisory services designed to suit your specific needs.
About Us
At Fin Me, we recognise that everyone has unique financial aspirations, which is why we provide tailored brokerage, lending, and financing solutions to meet your specific objectives.
finme.com.au
At Cover Me, we recognize that each individual and family have distinct insurance needs. That’s why we provide insurance advice tailored to meet your specific requirements.
coverme.com.auOur mission
Our mission is simple: to empower our clients to make informed financial decisions and navigate the complexities of the financial world with confidence. We believe that financial planning is not just about numbers; it’s about dreams, aspirations, and peace of mind. We are committed to providing comprehensive, bespoke solutions that align with your unique objectives.
ABOUT US
- Personalized Approach
- Education & Transparency
- Fiduciary Responsibility
- Experience
- Comprehensive Services
Our Approach
Our Five-Step Process-
01
Initial Meeting
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02
Goal Clarification
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03
Financial Plan Preparation
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04
Recommendation Discussion
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05
Ongoing Review and Support
01
Initial Meeting
Initial Meeting
01
Initial Meeting
At our first meeting, you’ll have the opportunity to learn more about us and how we can assist you. We’ll engage in conversation to understand your goals, aspirations, and any financial challenges you may be facing. Additionally, we’ll provide transparency about the costs associated with our financial advice services.
02
Goal Clarification
Goal Clarification
02
Goal Clarification
In this step, we’ll work together to clarify and define your financial goals while assessing your current financial position. Through collaborative discussion, we’ll pinpoint the key areas to focus on to ensure alignment with your objectives.
03
Financial Plan Preparation
Financial Plan Preparation
03
Financial Plan Preparation
Once we have a comprehensive understanding of your goals and financial situation, we’ll craft a tailored financial plan. This plan will incorporate strategies designed to help you achieve your objectives, and we’ll provide you with clear, written recommendations based on our analysis.
04
Recommendation Discussion
Recommendation Discussion
04
Recommendation Discussion
We’ll present our recommendations to you and engage in a thorough discussion to ensure you fully understand our proposed strategies. Ultimately, you’ll have the autonomy to decide how you’d like to proceed based on our advice and recommendations.
05
Ongoing Review and Support
Ongoing Review and Support
05
Ongoing Review and Support
Should you choose to proceed; we’re committed to providing ongoing support. We can periodically review your progress, reassess your objectives, and adjust strategies as needed to ensure they remain aligned with your evolving needs and goals.
What people say aboout us
Have a read of what our clients have to say. Discover how our bespoke advice helped others achieve their financial dreams.
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More Info
During your working life you receive regular income in the form of a salary or business income. In retirement this regular income stops, so you need to draw on your savings to meet your lifestyle costs. You rearrange your savings, so you still receive a regular payment, just like a salary. This is called a ‘retirement income stream’. The type of income stream you can start at retirement depends on whether your savings are inside or outside of super. Contact us today to help you demystify retirement and set up the right retirement income solution for you.
Transition to retirement or ‘TTR’ is a strategy that can help you reduce your working hours while maintaining the same level of income. This is achieved by drawing a ‘TTR’ income stream from super. Everyone who has reached ‘preservation age’ but still working and less than 65 years of age re eligible to commence a TTR income stream. To understand if you have reached your‘ preservation age’ and if a TTR strategy will work for you, book in an appointment with us now.
The Purpose of the Age Pension is to provide a basic level of income in retirement. It’s a fortnightly payment made by the government to help you meet the cost of living if your retirement savings are below a certain level. To be eligible for the Age Pension, you must be of Age Pension age and have current level of assets and income assessed to determine whether you can receive a payment.
Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death. You spend a large part of your life working to earn money to look after yourself, to provide for your family and to save for the future. Given the focus that is places on creating wealth while you are alive, it seems logical to want come control over what happens to these assets once you are gone. Contact us now to seek assistance with your ‘Will’, ‘Power of Attorney’, ‘Medical Directives’, ‘Death Benefit Nomination’ and other estate planning needs.
