Formulate strategy recommendations

Step-2 Formulate strategy recommendations

Once we have all of the information we begin to help you plan for your future. By understanding what you want to achieve in your life and how far forward you are in achieving your goals we then formulate an individual plan for you.

We look at your:

  • Goals
  • Risk-return level
  • Asset rebalancing
  • Asset protection
  • Volatility
  • Taxation & social security
  • Cash-flow & debt
  • Estate Planning
  • Education & understanding
  • And prepare an individual plan based on these outcomes

 

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Disclosure Statement: Certified Planning & Insurance Services Ltd ABN 14 100 194 312 is a Corporate Authorised Representative of Madison Financial Group Pty Ltd ABN 36 002 459 001 (AFSL 246679). General Advice Warning: The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner. FSG | Disclaimer | Privacy © Copyright 2016. Certified Planning & Insurance Services Ltd. All Rights Reserved. Website by SHMarketing & Design.