We continually work with our clients in a very hands on manner, making sure we meet face to face at least every six months to revise their plans and goals
We offer a wide range of Financial Planning Services, where our aim is to cater for our clients needs under the one roof for convenience and ease of management. However where our clients require other specialist advice for example legal advice, we have taken the time to build a strong network of working relationships with professionals that we are happy to refer our clients to, as we are satisfied that the advice and services being offered are in line with our own advice philosophies and will be appropriate for our clients needs.
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. We continually work with our clients in a very hands on manner, making sure we meet face to face every six months to ensure that should any significant life events occur we can revise their plans and goals to suit changes that naturally occur through life and to keep our clients focused on what it is they are trying to achieve "to live the life they want".
Financial Planning involves making use of your existing resources to ensure wealth accumulation over time whilst planning for tax effectiveness and risk, using smart strategies. Using your individual financial resources in an applied and systematic manner, our financial plans take into account such factors as age, risk profile and personal needs to ensure an acceptable outcome. We have a commitment to providing objective and well researched advice to assist you in selecting targeted investments aimed at achieving your financial goals over set time frames.
Our role is to not only advise you on wealth creation strategies but to also advise you on how to protect your wealth and in turn your family, as well as strategies to protect the most important asset you have in the process of creating that wealth, being you and your earning ability.
The following are different stages of Late Retirement we can assist with:
Beginning of frailty, cognitive or multiple health problems. Require some assistance. Not able to drive. Possible move to Assisted Living.
Requires daily care. Unable to perform all personal functions. Possible move to a nursing home.
End of Life
Diagnosed with terminal condition or end stage of disease. May require hospice care, hospitalization or nursing home care.
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.