Wealth Creation
Using research allows us to provide
the following:
- Wealth Maintenance and Creation.
- Retirement Planning - Building Your Retirement
nestegg.
- Superannuation - Personal, Employer Funds, SGC.
- Estate Planning - Preservation of YOUR assets.
- Savings Plans - Regular disciplined savings to fund
future mortgage redemption,
children's education or any
other
long-term need where a lump sum is
required before
retirement.
A great place to start with any financial plan
is to know exactly where or how your
income is being spent. To
do this,
please download our Why Budget
spreadsheet at the following
hyperlink Why
Budget (To save to your
computer, right click over the link and then Click Save Target
As) Our initial interview is FEE FREE and
the objective is to allow
the planner to clearly
understand your
current situation so that an assessment
can be
made and a quote provided. For a
planner to do this they need
to
understand
your CURRENT
SITUATION so
you need to bring
details of your
current financial
position.
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Risk Planning
Our Risk Analysis software, after the input of Client
Details, calculates the need for
Life, Total and Permanent
Disablement,
Trauma and Income Replacement
Insurance.
Once the
amount of insurance
has been
established, research from a research house that is independent of KMA Financial Plannig is used to
select products that would be most
appropriate to our Client's
profile.
Risk Planning can be best
utilised in the following situations.
- Personal - protection against loss of income in the
event of Death, TPD or Trauma.
- Business - protection against - loss of income -
partnership - key man
- director's guarantees -
group
life and
salary
continuance.
If you have existing Risk Insurance and not
sure if it is still doing the job
that it was originally
intended to do or
you are concerned that
the premium is
forever escalating, then please look at
our Special Offer. |
