Financial services Sunshine Coast
At Unique Financial Partnerships we want to learn what's important in your life right now.
We also want to understand what's important about money to you. If you and your advisers have a good understanding of these two foundation elements then building the wealth strategy you want, for when you want it, can be accomplished because you will know where you are going but most importantly, why.
It is our belief that whatever your strategy, it must be flexible and not set in stone. As the years roll by you life will change so you may want to be able to change your strategy as your circumstances change and you grow and prosper.
Win back control of your finances?
Know where you are going financially?
Enjoy peace of mind by efficiently managing debt?
Borrow to invest?
Commence an effective saving and investing strategy?
Fund your children's education?
Upgrade to a larger home, buy your first home or an investment property?
Just pay your home loan off faster?
Reduce taxation legitimately?
Greatly improve your retirement funding?
Set up your own Self Managed Family Super Fund?
Prepare for an enjoyable retirement?
Create multi generational wealth?
Protect your assets and what you have accumulated?
A comprehensive plan could assist you to achieve all of the above and more.
Have you ever worked out how much money you will need to have accumulated to produce your desired income when you cease working?
Do you want more control over your long term Super Plan?
Want a range of different investment options?
Would like to have your super fund own your business premises?
Have more control of taxation of the fund?
Have family members enjoy the savings and higher potential profits?
Want to ensure that your assets in Super pass to the desired beneficiaries?
Reduce the cost?
A Self Managed Superannuation Fund can be established for anyone who has existing super assets of $200,000 or can quickly build to this level and beyond.
We believe that below this level a SMSF is too expensive.
Strict conditions apply to SMSF's. Because you are in full control you also bare full responsibility as a Trustee so this requires a 100% commitment on you part to ensure continuous compliance at all times.
Have you had a complete assessment of the dollars you could require instantly to protect yourself, your loved ones, your Business Partners without having to down size or sell off assets just to survive?
Many people think that insurance is a waste of money until something goes wrong.
After all when your dead your dead, right? What about the ones you leave behind?
How will: -
The house mortgage be paid off or any other debts be paid off?
How will continuity of income be provided for the family?
If not death and you or your partner became disabled permanently it could be worse.
Who would look after the disabled person and at what financial cost?
Is you income safeguarded against a temporary loss due to an accident of unexpected illness?
Catastrophe Protection costs very little compared to the devastating expenses incurred without it.
Life Insurance - Death Cover
Total and Permanent Disability Insurance.
Critical Illness or Trauma Insurance.
Income Replacement Insurance.
Key Person Replacement.
Estate Planning Insurance.