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Estate Planning | Rowland Financial Advisory
http://www.rowfin.com.au/information/estate-planning
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. Estate planning involves much more than having an up-to-date Will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries. What is estate planning? As part of your estate plan, you will need to consider the following questions:. Is your Will up to date? Provide the right finan...
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Budget Planner | Rowland Financial Advisory
http://www.rowfin.com.au/budget-planner
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. To help us understand your budget requirements;. Please fill out your Per Month expenses on the form below. Client Name 1 *. Spouse, Partner Name. Gas / water / electricity. Phone / post / internet. Food} {clothing} {medical pharmaceutical} {gaswater electricity} {phone postinternet} {furnishings} {alcohol} {hair beauty} {other}. Mags / CD / books / DVD’s. Education c...
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Financial Tools | Rowland Financial Advisory
http://www.rowfin.com.au/financial-tools
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. In order for us to do our job as Financial Advisers, we need to know about your lifestyle, spending habits and financials. Each person is at a different stage in their life with different goals and different needs; we understand that no two people are the same, and that’s why the information gathering part of our job is so important! How we can Help. External websites...
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Information | Rowland Financial Advisory
http://www.rowfin.com.au/information
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. When helping you plan for your future, Rowland Financial Advisers take into consideration your current income, tax position, salary packaging options and superannuation structures. We’re also able to guide you through Estate Planning. We feel it is all about striking the right balance for you at the right time. Financial Services / Information. Estate planning involve...
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Redundancy Package Advice | Rowland Financial Advisory
http://www.rowfin.com.au/information/redundancy-package-advice
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. If you have been made redundant, it is important to understand the financial issues involved, your entitlements, and how to make the most of your redundancy payment with the help of your adviser. If you have been made redundant, you may be entitled to receive certain tax concessions (1) that would not normally be available if you were leaving on other grounds. Dependi...
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Smart Super Strategies | Rowland Financial Advisory
http://www.rowfin.com.au/smart-super-strategies
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. Superannuation can be one of the most effective ways to build your retirement nest egg. There are a range of strategies you can consider to boost your super savings:. Track down your super. Your fund is not able to contact you and no rollovers or contributions have been made in the past year. You can check whether any unclaimed or lost super belongs to you by visiting...
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Your Goals | Rowland Financial Advisory
http://www.rowfin.com.au/your-goals
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. Have you looked at your current goals as being realistic for an extended period beyond planning for retirement? Other areas are just as crucial in the lead up to, and beyond, your much anticipated retirement era. There are many ways to ensure that you are in charge of your money, your goals, and therefore, your life! How much super is enough? You’ve decided to call it...
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New Clients | Rowland Financial Advisory
http://www.rowfin.com.au/financial-tools/for-new-clients
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. How we can Help. T 07 5479 0785. F 07 5443 1913. E admin@rowfin.com.au. Level 1, 37 The Esplanade. Cotton Tree Qld 4558. Rowland Financial Advisory Pty Ltd. Authorised Representative* ABN 66 163 488 480. ABN 70 006 646 108 AFSL No. 231138. Financial Wisdom Security and Privacy. Rowland Financial Advisory Pty Ltd. ABN 66 163 488 480 is an Authorised Representative of F...
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Retirement Planning | Rowland Financial Advisory
http://www.rowfin.com.au/financial-goals/retirement
Clear Direction, Personal Service. News, Awards and Recognition. Self Managed Super Funds. Tax Effective Wealth Creation. How we can Help. You’ve decided to call it a day on your working life. congratulations! Will I have enough to retire? With shorter working lives and improved life expectancy, Australians can look forward to a much longer retirement than past generations. A male retiring at age 60 will likely spend around 23 years in retirement, and for a female, they can look forward to around 26 ...
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