Financial Planning

Murray Nankivell provides financial planning advice through Murray Nankivell Financial Planning.

Licensed through the Lonsdale Financial Group (AFS Licence Number 246934), Authorised Representatives Tony Bedworth and Paula Gust are based at Naracoorte and regularly visiting our other offices, providing a full range of financial services.

So what is Financial Planning?

Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child's education or planning for retirement.

The financial planning process helps you take a "big-picture" look at where you are financially. It helps you to work out where you are now, what you may need in the future and what you must do to reach your goals.

The process involves gathering relevant financial information, setting life goals, analyzing and examining your current financial status, developing and coming up with a strategy or plan, implementing the plan recommendations, and monitoring the plan to meet your goals given your current situation and future plans.

 

Our Services

  • Estate Planning: Review your current estate planning documents, discuss estate tax saving strategies, and assist in implementing estate planning recommendations with your attorney.
     
  • Insurance (Risk) Planning: Review your insurance needs, and existing policies.

  • Investments: Selection of appropriate investments to help you achieve your financial goals.
     
  • Investment Review & Evaluation: We analyse your investment objectives, time horizon, risk tolerance, current investment, liquidity needs, income tax considerations, and diversification.
     
  • Retirement Planning: Review and analyse your current retirement plan, goals, and objectives. Help create a strategy to give you guidance and show you how you will be able to retire, remain in retirement, and create total financial independence.
     
  • Reviews: We review your situation regularly as agreed with you to ensure that the strategy is still sound. This includes responding to significant changes in conditions (for instance, a major change in your life situation, relevant securities markets or the tax laws).
     
  • Superannuation: Review your existing Superannuation funds, assess if suitable, and recommend any changes or insurance needs, and existing policies.
     
  • Wealth Creation: Consider your pesonal situation and look at ways of implementing strategies to increase your wealth

 

To make an appointment please phone or email:

Tony Bedworth
Ph: 08 8762 1544  | Email tony@murraynankivell.com.au

Paula Gust
Ph: 08 8762 1544  | Email paula@murraynankivell.com.au

For more information on the Lonsdale Financial Group, go to www.lonsdale.com.au