Financial Solutions on Yarra - Welcome
Financial Solutions on Yarra is a locally owned financial planning practice based in Geelong, Victoria and is a corporate authorised representative of Total Financial Solutions Australia Pty Ltd.
We offer professional financial planning advice that includes:
- Formulating appropriate strategies and investment structures
- Superannuation, including self managed superannuation funds
- Retirement planning
- Redundancy
- Portfolio construction
- Tax minimisation
- Personal insurance
Our aim is provide professionally tailored, personalised financial planning solutions to meet your individual needs.
This includes protecting your capital in times of sharemaket volaility. We can assist you in taking the fear out of investing whilst enjoying the long term benefits of capital growth.
For more information on our services please see our Services Page.
What is Financial Planning?
Financial Planning is the foundation of your financial future and represents the difference between creating your financial future, and simply allowing it to happen.
If you want a sound financial future you need good overall advice, not bits and pieces of advice from a range of sources that may not fit together.
Financial planning gives overall advice in a financial plan that will:
- be based on your objectives
- meet your needs
- minimise tax, and
- minimise financial risk
Your financial plan will show you what you need to become financially secure and what assistance you will need from other advisers (eg. your lawyer or accountant) to implement the plan strategy.
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