We believe in providing a large range of finance solution to each and every one of our clients.
Financial Planning
We recognise 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.
Richmond Financial is a Corporate Authorised Representative of AVALONfs Pty Ltd – AFSL #437518
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 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?
*Richmond Financial 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
0411 667 150
Email
paul@surf-financial.com
