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 Australian Financial Services Ltd.
Our offering of professional financial planning services and advice includes:
- Formulating appropriate strategies and investment structures
- Developing comprehensive personal strategic and financial plans
- Portfolio construction
- Reviewing and restructuring investment portfolios
- Superannuation advice
- Risk advice
Our aim is provide professionally tailored, personalised financial planning solutions to meet your individual needs.
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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