Financial Planning

How we help

We treat each client as an individual and our financial advice process allows us to tailor a plan that best meets your goals.

With both of us having diverse and demanding careers, we don’t have time to try and wade through heaps of superannuation and pension information and try and determine the best options for ourselves. It was great to have Greg explain everything in easy to understand terms and be able to point us in the right direction. He reviewed and changed our super account to save fees, and helped us begin to boost our retirement savings. It’s well worth a visit to Greg to give you peace of mind that you’re on the right track for your financial goals.
John and Kathy*

Identify your goals

We help you identify your financial and lifestyle goals. The type of advice you need could depend on your life stage, the amount of money you want to invest and the complexity of your affairs.

We help you to identify the range of issues that need to be addressed to meet your goals. You may choose to address some or all goals and issues.

 

Consider your opportunities and risks

We assess your current situation and investigate a range of strategies and financial product options for you to reach your goals.

 

Bridging the gap

Based on discussions with you and the research conducted by us, we will devise a strategy to bridge the gap between where you are now and where you want to be.

 

Bring your plan to life

We work closely with you to implement your financial strategy. We help you complete any necessary paperwork and we’re available to attend meetings with your accountant, solicitor and general insurer so your strategy is implemented efficiently.

 

Staying on track

With time, your circumstances will change and your financial plan will need to be adjusted. We design an ongoing service program to ensure your plan stays on track to meet your goals. Sometimes life takes us in unplanned directions. When you need a little extra help, just ask us for additional advice. We are there to help you – whatever the occasion.

The Benefits of Our Advice

Understandably, your financial goals change over your lifespan. You need a plan to suit the stage of life you are in. Here are some of the common needs of each life stage.

Young and Mid-Life

You own your own home, or perhaps you’re saving to buy your own home soon.

You may be married or have a partner, perhaps you have children or are thinking of starting a family soon. You might even have your own business.

We can show you how to protect your future and your family against unexpected death, illness or injury and provide valuable peace of mind.

Pre-retirees and retirees

With 20 or more years of retirement ahead of you, your priorities will depend on how well you’ve prepared.

We can guide you through the ever-changing superannuation and investment landscapes, and help to clear the confusion in this age of seemingly endless information and change.

We enjoy seeing clients gain the confidence to make informed decisions so they can get on with enjoying the things that matter most to them.

Disclosure requirement

The Trustee for SF Unit Trust (ABN 67 167 930 741) trading as Precept Financial Services is an authorised representative and credit representative of Charter Financial Planning Limited, Australian Financial Services Licensee and Australian Credit Licence No. 234665

Disclaimer

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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PRECEPT FINANCIAL SERVICES

(08) 9071 1210
Suite 1, 98 Dempster Street, Esperance
PO Box 402, Esperance WA 6450
info@preceptesperance.com.au

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Copyright 2019. All rights reserved. Precept Financial Services Pty Ltd (ACN 140 538 147) trading as Precept Financial Services as the trustee for SF Unit Trust is an Authorised Representative of Charter Financial Planning Limited, Australian Financial Services Licensee and Australian Credit Licensee 234665

 

Privacy | Terms & Conditions | FSCG

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.