Supporting the plans for the big events in your life.
Leave Money Problems To Us.
PLAN YOUR OWN
FAMILY
Ensuring you can do all the things you have been looking forward to.
PLAN YOUR OWN
RETIREMENT
PLAN YOUR OWN
HOME
Helping you make the right financial decisions.
PLAN YOUR OWN
HOLIDAY
Helping you plan those adventures you have been dreaming about.
PLAN YOUR OWN
LIFE
Financial advice to support your dreams.
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About Planning For Life
About Planning For Life
We understand that your dreams and circumstances are unique. This is why we spend the time required to get a very clear understanding of what you and your loved ones want your lives to look like, now and in the future. From there we can design a plan to support that picture becoming a reality.
We are often asked about our typical client. The answer is pretty simple and does not specifically refer to any one life stage or occupation. We are committed to working with those clients who are seeking financial guidance and support to ensure they achieve the things in life that are really important to them.
“Rhonda has been providing us with financial advice for over 20 years. In that time she has given us options which we believe have allowed us to experience financial growth and also a plan for a successful retirement. Her advice was always presented in a professional and caring manner and tailored to our needs to ensure we obtained the best results”.
We know that financial planning can be complicated. Planning For Life makes it simpler for you. When you need advice and support, call us on (03) 8841 3111
Just like Beauty, Wealth is in the eye of the beholder. But for most of us, it doesn’t just happen. It takes thought, planning and a bit of discipline.
Our discussion with you will uncover appropriate strategies, assets and investment vehicles for you to grow your wealth portfolio.
Budgeting conversations give you a much better understanding of where your money is being spent. We can then identify potential areas of saving and redirect those funds to create wealth or finance a dream.
Debt management and consolidation strategies can also help you save money and build further wealth.
Superannuation is all about planning for your future retirement needs. However it is also an effective tax structure. Our advice considers ownership, contribution strategies, insurance funding as well as appropriate asset allocation to maximise your balance when you need to draw down on it.
Underpinning wealth creation is the need to protect what you have accumulated, and ensure your financial needs are met, in the event your income ceases due to an accident, illness or sudden tragedy.
Estate Planning is critical in ensuring that your assets are distributed according to your wishes; to the right people at the right time.
We help you understand the issues and how they might be dealt with. We can also refer you to a legal professional if you do not have an existing relationship.
The focus of retirement planning is to replace your employment income with future income so that you can continue to enjoy your current lifestyle.
An understanding of your present financial position enables us to project your timeframe and income. Our strategy design aims to maximise your final retirement income , minimise your tax and effectively manage your investment risk exposure.
Moving into an aged care facility can be an overwhelming and stressful experience for the person moving into care and for the family. The stress is typically compounded by a number of important decisions that need to be made, and the complexities surrounding each.
“I was initially reluctant to work with a financial planner because my finances weren’t in great shape.
But I found it so easy to work with Rhonda. She quickly grasped my circumstances and, in a non judgemental way, created a great financial strategy I could understand and found easy to stick to.
It made me feel I was in control of my finances for the first time in years. It was such a weight off my mind.
Maggie , Single lady in her early 60's planning to get the best out of life supported by financial understanding.
Rhonda has been providing us with financial advice for over 20 years. In that time she has given us options which we believe have allowed us to experience financial growth and also a plan for a successful retirement. Her advice was always presented in a professional and caring manner and tailored to our needs to ensure we obtained the best results.
Guido and Janine, Now in their 50’s and empty nesters. Initial strategies around structure have provided a solid base for retirement planning.
We have been clients of Planning For Life since 2005.
We were then and still are extremely impressed with the professional and personal service and advice Rhonda and her team have given us. We are completely comfortable to have put our finances in their care, knowing that they will always guide us in the right direction.
We have absolutely no hesitation in recommending Planning For Life.
Rosemary , Retirees initially referred to Planning for Life by their daughter. Retirement planning and Capital Gains Tax management have been the focus.
