The Wealth Designers Financial Planning Services

Comprehensive financial planning

• Strategic financial advice 
• Active portfolio management
• Self managed Super fund advice
• Cash flow planning 
• Retirement income planning 
• Tax planning 
• Risk management and asset protection 
• Estate planning 
• Insurance
• Asset allocation strategies reflecting your goals 
• Investment review, planning and management 
• Budget update planning each year
• Socially responsible investment planning 
• Philanthropy and charitable giving 

TWD Financial Planning Updates and reports.

Annual Update of Your Financial MasterPlan

Our service includes a thorough annual update of your Financial MasterPlan where we focus on your values and goals - and benchmark your progress. The Annual Update also includes an updated capital projection, written plans for cash reserves, a review of the status of each individual financial asset and goal, your estate legacy, and a listing of all insurance contracts.

Progress reports

Every four months, we will give you a simple, one-page summary of your assets under our management. This report is designed to show your progress benchmarked against your financial goals. You can check your portfolio’s progress anytime you want through the CLIENT section of this website.
Each time we meet, we'll provide you with a straightforward, chronological list of simple action steps to implement your financial plan. This creates the greatest probability that you will stay on track in order to accomplish your long term goals.

Cash and Debt Management

Our team will estimate the cash reserves you need - and how to establish and maintain them. We will also give specific advice on how to reduce and/or eliminate your debts according to a time-line that makes sense.

Business Services

If you own a business, this can be a major part of your financial plan. TWD can help you plan for your business - as well as yourself - and include your business as part of your financial design MasterPlan.

The Wealth Designers' Business Services

• Strategic financial planning for business owners and staff
• Shareholder Agreements
• Succession & Exit Strategies for Business Owners
• Business insurance planning
• Key person protection
• Employee benefit planning
• Employee superannuation
• Cash flow planning 
• Long-term financial planning