FINANCIAL PLANNING

It’s about taking charge of your financial future, setting goals and putting in
place a plan to get you from where you are now to where you want to be.
Grow your super, build wealth, and protect your family through expert advice
tailored to you.

WHEN SHOULD I SEEK PROFESSIONAL
FINANCIAL ADVICE?

To protect our health and wellbeing we see a doctor or healthcare professional, when we’re on a mission to get fit or lose weight, we hire a personal trainer. If you want expert help in taking care of your financial health, see a financial planner.

 

If you’re looking to build wealth, make informed investment decisions, boost your superannuation, or simply improve your overall financial position a financial planner can help.

 

Financial advice is valuable at any life stage. Depending on your needs and goals, a financial plan can cover everything from budgeting and debt reduction, tax strategies, investing, superannuation and making sure you have adequate insurance to protect your wealth.

 

Everyone’s circumstances and goals are different. Meeting with a financial planner to explore your financial goals may reveal wealth-building opportunities you weren’t aware of.

 

If you’re ready to build your wealth through quality financial advice, tailored to your goals, needs and circumstances, we can’t wait to meet with you.

HOW CAN WE HELP YOU?

SUPERANNUATION & SELF MANAGED SUPER FUNDS

It’s about taking charge of your financial future, setting goals and putting in place a plan to get you from where you are now to where you want to be. Grow your super, build wealth, and protect your family through expert advice tailored to you.

LIFE INSURANCE

Unexpected tragedies can happen to anyone at anytime.  Protect your wealth and the ones you love from financial hardship.

PROPERTY IN SUPERANNUATION

Investing in property inside superannuation is an extremely popular investment strategy for Australian’s focused on boosting their retirement balance. Find out how property investing in super works and if it is right for you.

BUILD WEALTH

Make informed investment decisions and have a defined plan in place for creating wealth and securing your financial future

BENEFITS

CONFIDENCE

A good financial planner means you’ll be able to sleep better at night, not losing a wink of sleep over the state of your future plans.

DIRECTION

You’ll have a realistic plan in place to achieve your desired financial future and lifestyle.

SUPPORT

A good financial planner is always available and easy to reach when you have a question.

*Disclaimer Information provided on this website is general in nature and does not constitute financial advice. Otium Advice Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Otium Advice Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Otium Advice Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Otium Advice Pty Ltd and its employees do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

 

Otium Advice Pty Ltd is a Corporate Authorised Representative No. 431074 of MyPlanner Australia Pty Ltd AFSL 345905