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Personal Finance Plan
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It is never too early to plan for your future.

When it comes to developing a personal finance plan, it is really about addressing the following key areas in your life:

Wealth Creation and Retirement Planning

Establishing a wealth creation plan, implementing and monitoring it is essential to financial well-being. Equally so, ensuring your wealth creation plan is tax-effective during the course of accumulating your wealth and when you retire will give you peace of mind.

Having a clear plan on when you want to retire and what level of income you would like to live on at that point in time in your life will assist in making important decisions.

Insurance

Insurance is a key part of your wealth creation and estate plan. It is important to undertake an assessment as to whether you have adequate insurance cover in the event that:

Family Register

A Family Register is a critical document, where in the event of your death or illness, your partner or family members will be able to access all of the information and necessary documents to understand your financial and non financial dealings and to take action as required without undue delay and stress.

Estate Plan

During the course of accumulating your wealth and/or when you have retired, it is critical that you have an up-to-date estate plan reflecting how you would like the wealth you have accumulated to be distributed to beneficiaries. An Estate Plan would include the preparation of the following documents recording your wishes:

Please note that these documents must be prepared by a solicitor.

Annual Review

Once you have the above set in place it is important that you don't just put them away on the shelf and forget about them. Remember to review and update them on a regular basis, i.e. at least annually. This will ensure that you are on track to achieve your personal financial plan and that it remains current and up-to-date and reflective of your circumstances, wishes and goals.

If you would like to print this information please click here for PDF format.

Disclaimer
The information provided in this information sheet does not constitute advice.  The information is of a general nature only and does not take into account your individual financial situation. It should not be used, relied upon, or treated as a substitute for specific professional advice.  We recommend that you contact Brentnalls SA before making any decision to discuss your particular requirements or circumstances.
 
Our Services

Our services go beyond compliance to find out more about your goals, your priorities and establish plans to grow and protect your future wealth. We will take the time to listen, ensuring we meet your goals, as well as guide you so you have a better understanding of the financial decisions being made. Our services include:

Accounting & Tax
Business Advisory
Wealth Creation & Preservation

Our People

Our Partners & Principals want to be part of your team that drives your future success, that provides you with solutions to your challengers. More importantly, who listens and knows exactly where you are going and what you want to achieve financially. 

"Helping you achieve your dreams, is our passion, and our strength is in our dedicated professional team."

 

News & Resources

Our priority is to ensure your kept up-to-date on trends, industry legislations, accounting and tax updates, business advisory information, superannuation and much, much, more. All of which, may have an impact on you and your business. Our resources provide additional supporting information in the following areas: 

Newsletters
Fact Sheets
Checklists
News Articles
COVID-19 - Information Sheets
COVID-19 - Brentnalls SA Response

Our Location

255 Port Road
HINDMARSH SA 5007

PO Box 338
Welland SA 5007 

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P: (08) 8241 8444
F: (08) 8241 8488

E: [email protected]

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