Approved Financial Planners - AMP, Retirement, Investment, Superannuation, Wealth Planning

Contact: Doug Jordan

PO Box 72
Burswood Western Australia 6100

Telephone:
In Australia: 08 6462 0888
International: +61 8 6462 0888

Mobile/Cell:
In Australia: 0401 813 301
International: +61 401 813 301

Authorised Representative
Approved Financial Planners

Address :
Unit T4 The Ascot Centre,
152 Great Eastern Hwy
Ascot Western Australia 6104

Online

Web: http://www.approvedfp.com.au
Email:  approved@ampfp.com.au

Information from the Approved Financial Planners Website

General advice we provide

Advice we specialise in

Approved Financial Planners Staff

• Retiring - sooner or later
  Maximising your superannuation whether you're already retired, nearly there (less than 10 years to go) or a long way off.

• Taking a redundancy
  Getting the most out of your redundancy payout

• A sudden windfall
  What to do with some unexpected extra money

• Becoming your own boss
  The business of starting a business

• Buying your first home
  There's a lot to think about when buying your first home

• Buying an investment property
  Things to consider

• Providing for future generations
  Structuring your finances to make sure your family benefits

• Getting your super sorted
  Get the most out of this tax effective way to invest your money

• Super choice
  What does it mean for you?

• Getting married
  Prepare yourself financially for a new way of living

• Becoming a parent - the first years
  The financial side of family planning on becoming a parent

• Educating the kids
  The earlier you start planning the better

• Getting divorced
  Take control of your finances

• Seeking financial freedom
  The steps to get your finances sorted

• Saving for that special something
  Saving for something you've always wanted

How can a financial planner help you?We are trained and competent to advise on a range of matters, including:

• Financial management from basic budgeting to complex portfolios.

• Investment strategies, including recommending investment categories and specific products.

• Superannuation strategies to help you accumulate enough money to retire with the lifestyle you'd like and strategies to help you minimise the tax you pay right now.

• Retirement planning for people who are retiring soon or many years from now - the sooner you plan the better.

• How to use a redundancy payout most effectively, including how to make it last as long as possible

• Insurance to make sure you adequately protect what you've achieved so far, whether that's a property, assets or your income.