TTA Accounting has developed an association with FMD Financial Adelaide, an independent financial planner to provide a complete financial planning service. FMD Financial can provide advice and ongoing management in the following areas:
- Tailored financial planning
- Tax effective wealth accumulation strategies for individuals, trusts and superannuation funds
- Superannuation options and savings strategies
- Retirement planning strategy including non superannuation solutions to facilitate early retirement
- Investment portfolio construction, management and review
- Personal life insurance needs analysis and wealth protection
- Business risk analysis including key person and succession planning
- Detailed financial modelling and scenario analysis
- Aged care planning
- Maximising Centrelink entitlements
- Estate planning strategies including intergenerational wealth transfer
The first step in financial planning and wealth creation is developing an investment program that will allow you to achieve your financial goals. However once started, the plan requires regular review to take into consideration the changes in your needs.
Call our office to arrange an appointment with either Richard or Daniel from FMD Financial or complete the contact form on this page.