Financial Planning

Financial Planning

Financial Planning has been under the spotlight in Australia for some time. Like any service, there are good and bad operators, and it’s often not easy to tell them apart until it’s too late. Financial Services businesses require a licensed operator to conduct business in Australia. That license may be limited depending upon the business.

Once you have a list of licensed businesses, there is the matter of experience and skills to consider. Financial Planners constantly deal with the dynamics of ongoing economic and political uncertainty – both at home and globally – as well as continually changing legislation which makes developing an effective financial plan both a fluid and challenging process. You need to be aware of the ‘big picture’ before you can establish your objectives, and this involves unscrambling potentially complex taxation issues and associated risks.

The Chosen Accountant has strong business connections with accountants holding an AFS license around Australia. We can connect you with a licensed reliable financial planning expert in your area who will advise you no matter what stage of life and business you are at.

A tax-efficient strategy focused on your needs

Most Australians would benefit from a tax-efficient financial strategy tailored to your individual circumstances: your present position, existing investments, plans for retirement, current financial needs, and exit strategies for current or future businesses. In some cases, a self-managed super fund (SMSF) will be the right financial strategy for you.

These considerations need the expertise of an experienced advisor that is licensed and up-to-date with tax and super laws.

We base referrals on our past experience and working history with our recommended licensed accountants and financial planners. Their expertise will help you:

  • –  establish or review existing plans, ensuring they have the flexibility to accommodate changes in personal circumstances and new legislation
  • –  develop a retirement plan that takes into account your current superannuation position and identifies other opportunities to secure your future
  • –  maximise wealth across both personal and commercial structures

We’re here to help you find a trusted local advisor.

0800 063 9258