Design Financial Advisory
Financial Planning
Everyone’s definition of success is different, and that’s what makes our job at Design Financial Advisory so rewarding. As a Financial Planner, we have to be good with numbers, strategy and analysis, but our priority is to understand what is important to YOU, and what your goals are. We appreciate all our clients are unique and have their own set of values, which we put at the forefront of your financial plan.
What does success mean to you...
✔ Is it a feeling of fulfilment?
✔ A portfolio of investments?
✔ An opportunity to give up the 9-5?
✔ A life without money worries?
✔ Or leaving a legacy for your family, community or the world?
Whatever your definition of success, we will make this the heart of everything we do, and understanding your goals is the most important step we take. We tailor a plan to suit your individual needs and is founded upon your vision. Our Financial Planners lead the field with open communication and forward thinking strategies.
Financial freedom begins with knowledge.
As the old saying goes - knowledge is power.
Getting to know what makes you tick is the first job of your financial planner. Add to that the basics of budgeting and you’ve got the starting point for advice that changes lives.
Risk Management
Life is full of uncertainties; you never know what’s around the corner. Protecting what you’ve built is another crucial aspect of managing your wealth. You’ve worked hard for what you have, and we will work with you to ensure you and your family enjoy the protection you deserve.
Our personal risk management gives you that peace of mind. We’ll take care of everything for you, so you can be sure of your family’s security, whatever the future holds.
Imagine what family life would look like if the main breadwinner was sick, injured or unable to work?
Whether it’s an injury on the footy pitch, a serious illness or a car accident, you want to have access to the best care, medicine and specialists money can buy. Without insurances like Life, Total & Permanent Disability or Trauma, you’re left between a rock and a hard place, choosing between treatment or mortgage repayments.
Let our Risk Specialists help you:
✔
Life Insurance – if the worst happens then you or your family won’t have to worry about money
✔ Total Permanent Disability (TPD) – get the best care by ensuring you have funds available if an injury leaves you with permanent injuries
✔ Trauma – fund treatment, rehabilitation and medical costs while you recover
✔ Income Protection – protect yourself from a sudden loss of the family income
✔ Business Expense Insurance – cover essential business costs if you’re out of action with Business Expense Insurance
✔ Key Man Insurance – does your business depend on an irreplaceable person? If they are unable to work you’ll be covered by enabling these insurance proceeds to be directed towards business expenses as needed
Investment & Superannuation
Is your Super working for you? Many Australian’s find Superannuation confusing as the Government keep changing the rules. In essence, Superannuation is just a tax structure – in fact it is the best tax structure in Australia!
It is generally the underlying investments within the super fund that are overlooked and can really affect your ability to meet your retirement objectives.
Our strong belief is the investment strategy should be designed around our client’s objectives and values. Our philosophy is to manage investment risk and to generate returns using a dynamic asset allocation approach.
Each of our client portfolios is tailored for the individual, fully transparent and maximised for tax efficiency.
We then guide and educate our clients to protect them from making emotionally driven investment decisions, (a significant cause of investment loss).
Our approach delivers consistent outcomes allowing our clients to have a relaxed investment journey that delivers on their lifestyle and financial objectives.
You can rely on us to assist you with:
✔ Wealth Creation – the earlier the better with wealth accumulation, discover the investment strategies that are right for you!
✔ Retirement Planning – work out what you want then develop a plan to take you there
✔ Superannuation advice – get clarity on Super, discover how to make it work for you
✔ Cashflow and budgeting – you can’t manage what you don’t know, so let’s get you in control of your cashflow
✔ Legacy and inheritance – passing wealth to the next generation? Make sure you minimise tax with up-to-date advice
✔ Tax minimisation – Keep your wealth out of the hands of the ATO with advice that lines your pocket not theirs!
What’s Different About Design Financial Advisory?
Our Financial Planners go above and beyond to deliver a service that will transform your lifestyle. We have a talent for seeing the bigger picture, thinking outside the box and finding new opportunities.
Here's how we work with you:
Here’s what Janey had to say
Janey from Hive Real Estate has been with our company since 2002 streamlining both her business and personal finances by using our Financial Planning.
Actually look forward to seeing them
“Not only are they efficient and professional with Super Planning, Financial Planning and strategizing, they are friendly and approachable. All the team seem to be the same page.”
Janey Sanderson
Are You Making the Most of Your Money? Enjoy Your Complimentary Consultation…
Our complimentary in-depth consultation is a risk-free way to see if we’re a good fit – after all it’s all about the relationship!
We pride ourselves on getting to know what makes you tick – we understand the power of Financial Planning and want to bring that to life for you.
Book your no-obligation risk free consultation and meet the winning team who are ready to set you on the path towards your ideal lifestyle.
Who do we work with?
Busy business owners who are looking to the future
Why? Because you want to streamline your business and personal finances in one place to save time and money.
Couples in their forever home 10 years from retirement
Why?
Because the next milestone is in sight and you want to make it the best experience yet.
Street smart professionals who are accumulating wealth
Why?
Because you’re young and savvy and with time on your side you can create your ideal lifestyle.
Let's make it happen
Get in touch today while it's fresh in your mind.
Design Financial Advisory provides valuable outcomes to all of our clients, every time. We maintain our knowledge and expertise to the highest standard. We pride ourselves on working closely with our clients, so that they can achieve their goals and start living the life they want.
Contact
1/ 776 Canning Highway
Applecross WA 6153 Australia
Phone: (08) 6263 9933
Email: support@dfadvisory.com.au
Financial Planning services are provided by Design Financial Advisory Pty Ltd ABN 38 601 905 266, a Corporate Authorised Representative (ARN 465713) of Design Advisory Group Pty Ltd AFSL 492049, ABN 65 614 217 819. View our
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Accounting and Taxation services for self-managed superannuation fund (SMSF) clients are provided by Design Financial Advisory Pty Ltd. Our liability is limited by a scheme approved under Professional Standards Legislation. Further information on the scheme is available from the Professional Standards Councils’ website:
https://www.psc.gov.au.
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