Financial Planning

Menzies Financial Group recognises the value of working with a personal financial planner.

We will listen to and understand your requirements, tailor suitable financial advice and then work toward helping you implement that financial plan.

Too often we here of clients not receiving the service level they expect. We give you the opportunity to work with a licensed financial planner who is committed to helping you achieve your lifestyle and financial goals.

Menzies Financial Planning Pty Ltd is a Corporate Authorised Representative of AVALONfs Pty Ltd – AFSL #437518

4 step financial planning process

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The following 4 steps is an ongoing cycle that needs to be completed periodically:

Meet with our financial consultant where we review your current financial position, future goals and opportunities.

This consultation with one of our financial advisors is completely cost and obligation free!

Your financial will evaluate your situation and more importantly understand what you want to achieve.

Once this is done we can develop a tailored strategy that is inline with your goals.

Your ‘Statement of Advice’, otherwise known as a Financial Plan.

So you are on the path to achieving your goals and gaining financial security, Menzies Financial Group will provide ongoing examination and reviews of your ever-changing financial position.

Key Questions

Remember: We are here to help individuals plan and manage their wealth through personal financial advice, superannuation, investment strategies and retirement planning.

To achieve financial freedom you need a plan and the financial tools to implement that plan. A Menzies Financial Adviser will develop this plan for you and answer the following key questions along the way;

  • What financial strategies are available to you?
  • What return and risk can you expect from these strategies?
  • What does the historical performance suggest about each strategy?
  • How to outperform the market and Inflation?
  • How much money will you need in retirement?
  • At what age will you be free of the workforce?
  • How can you protect and preserve your wealth once you’ve made it?
  • How can you ensure your loved ones don’t suffer in the event of your death or an accident?
  • How can you ensure the smooth transition of your assets upon your death?
  • How can you reduce your tax?
  • What are your maximum government entitlements in retirement?

*Menzies Financial Planning pty ltd is a corporate authorised representative of Avalonfs Pty Lty AFSL 437518

Contact Us

Our team will help you search, choose and settle your loan. Chat to one of our loan specialists at a time that suits you.

General Enquiries
(02) 99072257

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