Here at Invested Financial Management Pty Ltd, we like to take a comprehensive approach encompassing all of your financial aspects so we can understand where exactly you are and where you want to be. We usually find one area affects other areas….a simple example is extensive credit card debt and saving for an investment property deposit.
We can offer you a range of services collectively or individually to help you on your path to financial independence:
David will devise a cash-flow strategy to ensure you reduce unwanted debt, get better results from your income and cash reserves and will also help generate the cash you need to live on.
You can’t predict accidents, illness, or even death. And would you be able to pay for the essentials if you were sick or hurt for more than a month?
Statistics tell us that one in 3 adults in their working life will be off work for 3 months or more. So really, you want to transfer the risk from you to the risk company via the right package of Income protection, Trauma cover, Total Permanent Disability, and Death insurance.
The absolute minimum is to cover your mortgage so you don’t leave your dependant/s high and dry.
This is illegal and is something we do not do. Although tax is always with us, we can help you legally minimize the tax you pay and achieve better results. This usually in conjunction with your Accountant.
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