Financial Planning
Financial Planning

Protecting Your Wealth

Are you, your family, or your business dependent on your income? Do you know what your options are if you lose your income at short notice? Do you know how to protect your income through appropriate insurance?

We find that knowing how to protect your family and finances should your income be affected is often the most concerning for clients. Knowing how insurance plays a role in helping manage your financial position will ensure that you don’t need to stay awake at night worrying. Insurance doesn’t have to be unaffordable and we work with the team at Treehouse to provide clear and relevant information surrounding the many options that are available and help you decide which option is best for your personal situation.

Retirement Planning

At some stage in everyone’s life, they need to think about how they will fund their retirement. Most people are earning good money in a paid job or are running a business and drawing wages. At retirement, this income ceases. So you have to have other sources of income. Everyone’s fall back is the Government age pension. But do you want to live just on the age pension.

Compulsory employee superannuation has been in for many years, so those that have been employed for long periods will at least have some funds available to them at retirement. But will that be enough?

Financial planning is about developing strategies to help you manage your financial affairs with the ultimate aim of having enough income producing assets at retirement so that you can live the life that you deserve. The team at Treehouse will help you achieve this goal, even if retirement may seem a lifetime away. The sooner you start planning the more likely you will be able to achieve financial independence and peace of mind.