Are you focused on growing your wealth and securing your financial future? Our personalised strategies for accumulators are designed to maximise your investments and savings. I will work closely with you to create a comprehensive plan that aligns with your financial goals and risk tolerance. From investment management to strategic savings plans, I will ensure you’re on the right track to achieving long-term financial success.
Are you on the right track? Do you need to consolidate super funds? Are your investments right for you? Are you making the most of tax advantageous contribution strategies? And more.
Advice on setting up an SMSF, assistance in establishing the fund, and ongoing management and review of the fund. Do you want to leverage your super whilst making the most of tax advantages/efficiency with more control and potential for long-term growth?
Including appropriate investment structures, investment recommendations and asset ownership structures to improve tax outcomes.
Strategies to pay down debt faster, access equity for future plans, reviewing your loan structures and more.
Personal insurance advice such as life insurance, total and permanent disability insurance, trauma and income protection insurance cover.
Tax effective savings plans with potential added estate planning advantages.
Your spending analysed and tailored to meet your goals.
Are you setting up a business and need advice on the most suitable structure? Or selling a business – are you aware of the CGT small business super contribution rules?
Help with super death benefit nominations, Wills, Powers of Attorney and more.
Holmes Financial Planning Pty Ltd is a Corporate Authorised Representative of Personal Financial Services Limited (ABN 26 098 725 145), AFS Licence no. 234459.
The information on this website is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. The information on this website does not constitute financial, investment or taxation advice and should not be relied on as such.
Holmes Financial Planning Pty Ltd is a registered tax (financial) adviser and any reference to tax advice contained in this website is incidental to the general financial advice it may contain. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position.
Before making any decisions involving financial products or services, you should read the relevant Financial Services Guide (FSG) and any applicable Product Disclosure Statement (PDS) before making any decision. We also recommend that you seek independent professional advice as to the suitability of the products or services which is relevant to your particular financial circumstances.
Brett Holmes is an authorised representative of PFS. Whilst every care has been taken in the preparation of this information, it may not remain current after the date of publication and PFS and its related bodies make no representation as to its accuracy or completeness. Published: October 2024 © Copyright 2024
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