Financial Planning

Need Financial Advice?

Financial planning should be considered as an important part of life.

Developing appropriate financial planning strategies may be difficult for some people.

Centre In Finance can help you manage your financial affairs and meet your life goals – the first step is to make sure you have access to the right financial advice.

A professional financial planner will consider your circumstances, and develop strategies to reach your goals.

You may seek help of a financial planner to help you with specific circumstances, buying a house, managing an inheritance, estate planning, protecting your income, life/trauma/income insurance or simply manage your savings; a good financial planner can empower you to make the most of these situations.

You may even prefer to form a long-term relationship with your financial planner to assist you with on going assistance to improve the performance of your funds and reach your potential wealth goal.

The value of financial planning goes beyond dollars and cents – it can simplify your life and give you a sense of security about your current and future financial position. It's disturbing that 50% of Australians are concerned they don't have enough money to retire on.

That's why it's so important to start looking at retirement planning strategies at an early stage to ensure you are well prepared for the time after your professional career. 

Centre In Financial Planning Services

Centre in Financial planning is able to assist you with all of your Financial Planning and Risk insurance requirements. We have specialists available to assist you in the following areas:

Financial Planning & Investment Advice: 

  • Retirement Planning
  • Centrelink Advice/Age Care
  • Investment Advice
  • Superannuation 
  • Savings Plan
  • Advice for Women

Risk Insurance & Planning

  • Life Insurance
  • Disability Insurance
  • Income Protection Insurance
  • Trauma Insurance
  • Advice For Women 
Financial Planning

Organise a no-obligation consultation today.

Contact the team

Call: 03 9813 5822 Email: cif@cifp.com.au

To discuss your needs or if you have any questions.

You may be interested in our other professional services

Superannuation

Superannuation

Why is super so important?
Clever Super Strategies to consider?
How tax-effective is super?

Superannuation the more you save the sooner you can stop working.

Many think Super as just a percentage of your salary that you can't access.

It is important to remember - that superannuation is your money, it is only held until you retire.

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Retirement Planning

Retirement Planning

Can I afford to retire?

Once you reach your preservation age you can access your super, so you have a number of options available to you.

Retiring permanently largely depends on whether you have the financial resources available to last for the rest of your life (which could be over twenty years). Especially if you do not have access to the age pension until you're 65 for men and for women the rule is, depends in which year they are born.

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Wealth Protection

Wealth Protection

We consider it very important in securing the financial future you want for yourself and your family.

Our financial planning team works to assist you in understanding what impact unexpected health issues or death may have on your family’s situation and how your assets or quality of life, may be at risk.

It seems strange that most people will insure their car and house but few will insure their most valuable asset - themselves.

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Savings Plan

Savings Plan

Full details coming soon

Full details coming soon

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Women, Superannuation and Lifestyle

Women, Superannuation and Lifestyle

Super – Vital for the New Age Woman

Statistically women tend to live longer than men, making it even more essential for them to accumulate enough superannuation to last through retirement.

According to a survey by Lonergan research conducted in 2011, 83 % of women say that their death will place a huge financial burden on their family. Taking out Life insurance can ensure that your family will not be in financial trouble if you are no longer able to provide for them.

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