For financial advice to be most effective, we believe that we should consider all parts of a family’s financial circumstance. This is why we believe that holistic advice is the best approach for advice to ensure that you continue to excel financially with minimising hiccups along the way.
We all have goals yet very few Australians believe they can or know how to achieve them. We have a track record in helping clients achieve, what they thought, was impossible. Our passion is evident in all of our discussions and actions. It is one thing to embark on a journey but it is another to actually get there.
In today’s society, a persons financial success is not dependant on how much he or she earns but rather how it is managed. Managing money does not need to be complicated or daunting. One of our strengths is in our processes and guidance in helping you make the most of your income and to achieve your goals.
Debt is a part of life for most Australian’s. It is important that it is managed as well as possible to ensure that it doesn’t get in the way of you achieving your goals. If not controlled properly, debt can snowball and get to a point where it is too difficult to manage. We can assist you in managing your debts efficiently and effectively.
While stashing cash in the family couch may be attractive to some, it is important to make the most of your savings for your later stages in life. Whether the goals are financial freedom, retirement or providing for the family, it is crucial to have a suitable strategy that does not only meet your comfort levels but your needs as well.
We believe that every plan A, needs a plan B and that one must have some protection for their family in the event of an accident, sickness or death. Insuring your income is just as important as insuring your lifestyle and family. We work closely with life insurance providers that offer cover specific to your occupation and individual circumstances.
Retirement means different things to different people. There is no single strategy that works for all and it is important to have a plan to set you on the right path to ensure you have the choice to retire on your own terms and not someone else’s. Retiring can be a daunting and stressful experience and our job is to help guide you through the journey to ensure you make the most of your hard working years.
Estate planning is a way to safeguard yourself, your loved ones, and your assets at all stages of life. It involves creating a plan that ensures your assets and wishes are passed on in the way you desire, leaving a lasting legacy for your loved ones.
While it can be uncomfortable to consider end-of-life or incapacitation, estate planning is not about death, but rather protecting what you have worked hard for and sacrificed for.
Putting your wishes in writing now minimises the potential for confusion or complications in the future and ensures your loved ones are not burdened with unwanted tax or legal issues.
We offer a wide range of services to ensure that your finances have an efficient plan A and an effective plan B.
Hosted by Michael Khouri, Sharing More than the Sheets is a podcast to help you and your partner make better financial and lifestyle decisions so that you can both can focus on the things you love.
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Our Podcast ‘Sharing More Than The Sheets’ is designed to help Australians like you, DO BETTER, BE BETTER and FEEL BETTER with your finances.
