Lonsec's Month in Review Click here to download the latest report from Lonsec. Wealth eNews Click here to read an online version of the latest email newsletter from David Love. Our Office Location 133 Alexander Street Crows Nest NSW 2065 Phone: 02 9965 7275 Budget Planner The first step in putting together any financial plan is to prepare a budget to determine where your current money is being spent or how much income you will need in the future. Click here to download a copy of our Budget Planner. (Excel spreadsheet) Why consult a financial planner? People often mistakenly believe that financial planners are mainly investment advisers, but the fact is, we provide a broad range of financial advice for a broad range of personal financial situations. Click here to read 14 reasons, or situations, where you may want to seek the services of a qualified financial planner. (2 page document) |
Achieving your financial goals How soon do you need to reach your financial goals? Is it 5 years or 30 years? Click here to download this 2 page flyer. Take control of your super Today more and more Australians are choosing to manage their own super through self managed super funds. Is this for you? Click here to download this 2 page flyer. Salary sacrifice and super Most Australian leave retirement planning until it's too late. Will you? Click here to download this 2 page flyer. Transition to retirement Are you looking for an opportunity to boost your super ready for retirement? Click here to download this 2 page flyer. Protect what's important What would happen to the financial future of your family if you were to die suddenly, or suffer a sudden disability, terminal illness or major injury? Click here to download this 4 page flyer. |
