SERVICES

LISTEN     +     BUILD TRUST     +     FINANCIAL FOCUS

FINANCIAL ROADMAP 

To map out a Financial Plan just for you – we need to get to know and understand;

  • Your lifestyle and financial goals
  • What and who is important to you
  • Where you stand financially
  • What you want your money to do for you

With this information we can create a clear vision for your financial future. Building and protecting your wealth is our primary concern.

The financial roadmap we prepare covers the areas we discuss, sets out markers we can track and establishes a plan to create the life you want.

KEEPING YOU ON TRACK

Our on-going service provides the accountability and monitoring to make sure you stay on course to a better financial future.

The AGFS on-going service offer does the following;

  • Keeps you on track by measuring and tracking your financial position
  • Provides counsel to help you make financial decisions with confidence
  • Assists you to manage your budget and cash-flow
  • Provides regular communications to keep you up to date with legislative, tax and regulatory changes
  • Individual ongoing strategy reviews

 

INVESTMENT MANAGEMENT SERVICE

If anything, we’re prudent when it comes to investments – but most of our clients like it that way. The secret to financial security isn’t a ‘get-rich-quick’ scheme and it isn’t particularly exciting, but it does work.

We apply a long-term investment philosophy that taps into compounding, promotes re-investment, limits transaction costs and defers capital gains tax.

From working with financially successful clients – we have found that long-term investment principles applied with patience and discipline delivers strong returns over time.

Based on your comfort levels toward risk – we construct a tailored portfolio applying our core investment principles:

  • The power of compounding
  • The importance of a rising income stream
  • A focus on high quality assets
  • Don’t overpay for investments

Our firm is devoted to educating clients to stay the course. We try not to be too positive about short-term success, or too negative about short-term setbacks.

PROTECTING YOUR FAMILY & INCOME INSURANCES

We can establish a plan to replace your income and protect the family home & household in the event of illness, injury or premature death.

 

LIST OF SERVICES

AGFS provides a comprehensive range services which include:

  • Retirement Planning – the Path to Financial Independence
  • Buying a Home
  • Protecting Your Family & Income
  • Getting Your Finances into Shape
  • Superannuation Planning & Strategies
  • Tax Planning & Structures
  • Wealth Accumulation
  • Budgeting & Cash Flow
  • Asset Allocation & Strategy of Self-Managed Superannuation Funds (SMSF)
  • Life Insurance & Income Protection
  • Government Entitlements
  • Redundancy Planning
  • Asset Protection
  • Securities (Direct Shares)
  • Debt Management
  • Local and International Managed Funds

CONTACT


 

A   Suite 2/36 Finchley Street, Milton QLD 4064

P    PO Box 1752 Milton QLD 4064

T    07 3876 5122

E    admin@agfs.net.au