Helping you secure your financial future

Financial Planning – Central Coast

Regardless of your age or income, good financial advice can make your financial and lifestyle goals a reality. A financial adviser helps you to make smart decisions about money so you can manage your financial affairs more effectively and reach your goals sooner.

That’s where we come in.

We will help you understand what it is you want to achieve, whether it be saving for your first home, building your wealth for the future, tax-effective investment strategies, planning for your retirement and helping you manage your finances whilst in retirement.

We will examine strategies that will help you get where you want to be, for example managing risk, optimising your tax position and partnering with you to make more informed choices through good times and bad.

Talking through your position with someone who understands the opportunities and consequences of various investment and legislation factors will assist in giving you a clear structure around what you’re doing and why. This can be a critical element in determining how comfortable and secure you are throughout life and in retirement.

Book Free Advice Session

My Financial Advantage can help you with budgeting, cash flow management, a savings plan, superannuation, tax planning, home loan repayments, debt management and reduction, insurance, investments and also planning for retirement. Nicholle Shepherd, the principal advisor, will guide you through each step of the process to find the financial solution for you.

The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super.

At My Financial Advantage we have put together our SUPER STRATEGIES article for tips on fine tuning your contributions.

As always, we’re here to help and give advice, call today!

Our Core Services

Investing Strategies

Retirement Planning

Superannuation & SMSF

Personal Insurance

Saving & Budgeting

Estate
Planning

Investing Strategies