THE BUILDERS

"WE’VE GOT SO MUCH GOING ON WE REALLY NEED TO GET ORGANISED"

You’ve started a family or bought a house. You’re not only time poor but you feel like you are money poor as well. You are career-focused and earning a good income, which is great, but balancing this with the needs of a young family or a mortgage is tough!

You might have a high amount of debt due to your home loan, and your spending is centred on lifestyle and debt repayment. Protecting your income is really important right now, as is protecting your young family, should anything terrible happen. Whilst retirement is a long way off, you want to make sure your superannuation is in orde, so that you don’t have to think about it. You might be contemplating investing in real estate or other assets to help grow your wealth.

More than anything else you want your finances to be organised so you don’t have to worry about them, and maybe you can just get a little sleep!

Our Innovus Builders package has been designed for you.

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WHAT YOU WILL GET OUT OF IT

A clear picture of where you are now, giving you confidence and peace of mind

A comprehensive Financial Plan to tell you where you are and where you’re going

Serious strategies to manage debt and expenditure

Enhancment strategies for your savings and help prioritising your goals – travel, homes investments and everything else you have going on right now

We will hold you accountable and help measure success and progress

We will share with you a range of other ways and strategies you can use to help achieve your goals – there is no one way at this stage!

Financial education and empowerment thanks to our team of experts

Financial scenario modelling, including “what if” answers – what if you save more, spend more or invest more?

Customized investment recommendations designed to help oyu meet your goals within the level of risk you’re comfortable with

WHAT WILL WE DO?

Prepare a comprehensive Financial Plan based on where you are and where you want to go

Investigate all aspects of your financial life and give you some recommendations about areas you are doing really well in and areas you could improve

Assess and recommend different debt strategies for you to get ontop of your repayments

Look at whether renting or buying is more beneficial for you long term, if that’s what you need.

An analytsis and detailed recommendations around your investment portfolio

Assessment of current and future income property

A review of your current insurance policies and recommendations about which policies you could add

Calculate saving requirements for goals and what it will take to get you there

Tax savings ideas for use with us or however you lodge your return

We will check in with you to help keep you accountable and make sure you are on track

WHAT'S INCLUDED FOR YOU

30 Minute No Cost Obligation Free Chat

60-75 Minute Consultation
(in person or online)

A Statement of Advice outlining our recommendations emailed to you

Assistance with putting our recommendations into practice – from savings to buying property

Free Questions with our team any time you like for 12 months

Unlimited email Access to our financial planning team

Access to our library of educational videos

Preparation of simple income tax returns

SO YOU’RE READY TO GET STARTED? US TOO!

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I didn’t know where to start, I just knew I needed to do something. Paul and the team at Innovus advice were great and explained everything to me so I had a better idea of what my future could look like. It gave me great peace of mind.

– Melissa, Single No Kids

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