DISCLAIMER WARNING - GENERAL ADVICE ONLY
The information provided in this website is General Information only, so does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should
consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
All Finanz Solutions (QLD) Pty Ltd ABN 46 108 875 323 Australian Credit Licence: 515210
Ausure (NQ) Pty Ltd atf Ausure (NQ) Unit Trust t/as All Finanz Group ACN 139 543 061 ABN 31 983 097 035 is a Corporate Authorised Representative of Ausure Pty Ltd ABN 94 096 971 854 | AFSL 238 433
All Finanz Group Pty Ltd is a Corporate Authorised Representative of GPS Wealth Ltd | AFSL 254 544 | ACL 254 544 | ABN 17 005 482 726 | www.gpswealth.com.au
The All Finanz Group specialises in providing a complete financial planning service for all your individual and business financial
planning needs.
We offer the experience and sophistication of a large firm, with a level of attention and client service only a customer orientated
financial planning firm can provide.
We understand that each client has their own unique needs and that by consulting with us they give us their trust and confidence. In
return we ensure a full understanding of their position before carefully considering the options available and making any financial
planning recommendations.
At All Finanz Group, our focus is on assisting clients on their financial journey. This typically includes an in-depth analysis of your
current financial position, a detailed discussion of your personal goals for the future, and implementation of strategies
recommended. The unique financial planning approach we take includes an in-depth analysis of the following income topics:
Protection Planning: Strategies like life insurance, disability insurance, and long-term care insurance that provide complete
protection for you and your family.
Investment Planning: Assessment of your personal risk tolerance, evaluating investment strategies, funding major expenses such as
a home or future education, and designing an asset allocation strategy that works for you.
Retirement Planning: Estimation of retirement income and expenses, determination of retirement savings needs and ultimately
creating a retirement income distribution strategy.
Current Financial Position: Determining current income and expenses as well as current and projected net worth, and creating a base
of liquid emergency funds.
Whether you are interested in budgeting and saving, super and investing, insurance, or you are planning for life after work, a financial
adviser can help set you up for success. Talking to a financial adviser with the right qualifications and experience can help you identify
your financial goals and develop strategies to get you there.
For additional information regarding the financial planning process, please contact us at info@allfinanzgroup.com.au
Financial Planning and Retirement:
What we cover…..
Protection Planning
Investment Planning
Retirement Planning
Current Financial Position
Wealth Creation