The financial planners Dubbo locals turn to
Whether it's planning for your child's education or restructuring your investments, strategic financial advice from the team at Visionary Accounting in Dubbo can make the world of difference. For expert advice on future-proofing your retirement or making sure there's money to take care of your loved ones, long after you're gone, financial planning is key. Not only do we listen to your needs, we know the right questions to ask to understand your current financial position and your goals.
It's easy to be saturated with information, but knowing the next move for your business or family, only comes with experience.
It's easy to be saturated with information, but knowing the next move for your business or family, only comes with experience.
Why choose Visionary Accounting in Dubbo to take care of your financial planning needs?
- Strategy is driven by you - we'll make suggestions, but the ultimate decision on what to do with your money is up to you. We don't use bullying tactics. We simply advise and act under your instructions.
- Transparent quote with no hidden charges.
- Our financial planners are independent. We don't get a commission for recommending financial institutes or products.
- No pushy sales tactics or products.
- No margin loans.
What does a financial planning review include?
A financial planning review is an honest evaluation of your current financial state. Your financial planner will consider your existing circumstances and provide recommendations based on their experts.
The review will include a complete analysis of:
The review will include a complete analysis of:
- Your current financial position
- Financial restructuring incorporating any investments
- Income replacement insurance
- Life insurance
- Trauma insurance
- Superannuation including self-managed super funds (SMSF)
- Retirement plans
- Centrelink eligibility & health care card
- Estate planning (wills & beneficiary nominations)
- Enduring Power of Attorney & Testamentary (Trusts, etc.)
- Children's education
- Other matters you would like to raise.
Jon Fletcher (Qualified Financial Planner & Director of Visionary Financial Planning Pty Ltd)provides financial advice as an authorised representative of Politis Investment Strategies Pty Ltd
Visionary Financial Planning Pty Ltd ACN is a corporate authorised representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, An Australian Financial Service Licence Holder Number 253125. Politis Investment Strategies Pty Ltd
Head Office Address:
1st Floor, NCYC Commercial Centre
91 Hannell Street, Wickham,
Newcastle NSW 2293
Visionary Financial Planning Pty Ltd ACN is a corporate authorised representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, An Australian Financial Service Licence Holder Number 253125. Politis Investment Strategies Pty Ltd
Head Office Address:
1st Floor, NCYC Commercial Centre
91 Hannell Street, Wickham,
Newcastle NSW 2293