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Finguard Financial Planning - Welcome

FinGuard Financial Planning - protecting your interest.

http://finguard.com.au/

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Finguard Financial Planning - Welcome | finguard.com.au Reviews

https://finguard.com.au

FinGuard Financial Planning - protecting your interest.

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1

Investment and Superannuation

http://finguard.com.au/investment-and-superannuation

Some key considerations when investing. When our clients invest, they expect returns that are commensurate with their goals, their time frame and their comfort levels. At FinGuard we recommend an approach to investing that is designed to produce maximum results without necessarily incurring high levels of volatility. For a detailed copy of our investment philosophy. Essentially, superannuation is a savings regime designed to help individuals provide for their retirement. The Federal Government provid...

2

Our Process

http://finguard.com.au/our-process

Financial planning and management is an ongoing process that involves the following:. A potential client meets with a financial planner to discuss their situation, needs and aspirations. We generate a tailored financial plan (commonly referred to as a Statement of Advice SOA) to help achieve client goals. We present our recommendations and discuss the rationale with the prospective clent. Our recommendations are implemented or a variation thereof depending on client wishes. At this meeting we will presen...

3

About Us

http://finguard.com.au/about-us

Our value proposition to clients revolves around four key areas:. Developing and maintaining our knowledge and skills. Providing a focus on strategy not just product. Empathy and building a sound relationship with clients. Our firm strictly adheres to the practice standards and professional conduct as enunciated in the Financial Planning Association of Australia's (FPA) Code of Professional Practice and Code of Ethics. Marjorie is the Administration Assistant at FinGuard. She has returned to work aft...

4

Disclaimer

http://finguard.com.au/disclaimer

All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking into account your objectives, financial situation or needs. We therefore recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. Although every care is taken to provide links to suitable material from...

5

Debt Management

http://finguard.com.au/debt-management

Some key considerations of. Private debt verses investment debt. Enhancing cash management disciplines. Profiting from home equity. Almost without exception, clients of FinGuard who have home mortgages are applying strategies to rapidly repay their loans. This involves all the key considerations as discussed below. We are specialists in this field of financial management and have developed strategies that have stood the test of time and market volatility to deliver effective results for clients. Home or ...

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Finguard Financial Planning - Welcome

Our role as financial advisers is to assist our clients to develop and maintain maximum financial efficiency over time. Over the long term, we cannot guarantee specific results but we will guarantee that:. Personal and regulatory circumstances will change for our clients in the future and,. Notwithstanding this, our advice and service will always be focused on maximising client financial outcomes and protecting their interest. FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA (FPA).

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