In your late career, you may be time poor, therefore, it is our role to not only to help you make the right investment decisions, but to also be able to help you maintain control over your financial affairs without significant administrative workload or cost...
Our aim is to help you decide which investment will suit your situation and therefor making it as easy as possible for you to achieve the financial future you want. Whether you want to take off on a world trip, retire early, retire rich, save for your children's education, or buy a house, we to help achieve the desired outcome. We understand you may be time poor and therefore it is our role to not only to help you make the right investment decisions, but to also be able to help you to maintain control over your financial affairs without significant administrative workload.
To do this it is important that we make sure that not only do you have the right investment but also the right type of account structure to meet your particular needs.
It is our experience, that in a lot of cases, our clients achieve a reduction of their own workload and time in tracking their investments through the use of investment platforms. There is a variety of platform products available that offer different cost structures to cater for all levels of clients and most have the ability to hold hundreds of managed investments as well as all CHESS approved ASX listed securities.
The benefits we see in holding investments on platforms are:
The flexibility to easily switch between a diverse range of managed investments at any time.
Regular, consolidated, easy-to-read reports about your investments.
You can view your account details, any time, any day, online
The ability to transfer all or part of your investments from a Superannuation Account to a Pension Account when required in the future.
Where applicable all of your tax information is provided in a report come tax time which saves you a lot of time recording, preparing and reconciling.
Of course, each individual's circumstances would be reviewed and a platform would only be recommended where suitable.
Specialising in advising clients in relation to Australian Taxes on many high level tax issues to ensure that transactions are carried out in a tax effective manner, ensuring that all relevant concessions contained in the Tax Law are accessed...
We tailor our advice to each individual. We do not use a set "template", so that we ensure each client receives the most appropriate advice is given to them to enable them to achieve their stated lifestyle and financial goals...
When determining an appropriate structure for your business, it is important to consider all relevant factors. Many structures that are used may provide short term benefits, but may not be effective in the long term...
“As we are an integrated Chartered Accounting and Financial Planning firm, we understand both sides of the equation and, compared to a general Accounting Firm, can assist you with a much more holistic approach to your structure,” says Arthur Roe.
Whether you are 18 or 80, we can set in place the right procedures to get you financially organised. Many of our clients have been with us for over 15 years and are continually referring family and friends as the way we work is quite unique, compared to most other firms” says Arthur Roe.
ARA Financial Planning Services Pty Ltd is a Corporate Authorised Representative (No. 1277898) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969.
Australian Financial Services Licence (AFSL) No.223135.
DISCLAIMER: The information contained in this site is intended to be a guide only. ARA Financial Planning Services expressly disclaim any and all liability to any person, relying on part or whole of the contents of this site. Do not act on the information contained on this site without first obtaining specific advice regarding your particular circumstances from our professionals.