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Financial Planning
What you can expect from Loan Gallery Financial Planning
At Loan Gallery, we are dedicated to listening, understanding, and helping identify your goals. We ensure you are heading in the right direction and help with the strategies that will keep your money working hard for you.
We get you started
We aim to help you realise your potential. To start, we get to know you, your situation, goals and aspirations.
Tailored to you
Everyone is different and so is the advice we provide. As experts in financial planning, we listen to your needs and tailor a plan to help you reach your goals.
Integrity
When you place your trust in us, we do everything we can to protect it. At Loan Gallery, we promise to do the right thing by you, automatically, every time.
Speak to a Financial Planner today
Let’s discuss your financial goals and start setting you up for success. Book in a free consultation with a Loan Gallery Financial Planner to get started.
What is financial planning?
Financial planning is about setting goals for your financial situation, and developing strategies on how you can achieve these goals. No matter your stage of life, speaking with a financial planner can help you to gain clarity and peace of mind around your financial and lifestyle goals.
When should I speak to a financial planner?
A financial planner can assist you to determine what is important to you when it comes to your financial goals. It is helpful to speak to a financial planner around significant life events, such as getting married, having children, purchasing a property or business. By consulting a financial planner at key moments like these, you’ll be well informed and well protected.
You should also inform your financial planner of any key changes to your lifestyle. This may mean a pay rise, expecting another child, moving house etc to reflect the changes to your overall financial strategy.
Get sorted with...
Cash flow management
- Create clear and achievable goals
- Achieve savings targets e.g. home deposit, holiday
- Coaching to manage a budget
- Understanding your spending habits
Superannuation & Investments
- Superannuation consolidation and account transfers
- Determine your investment preferences
- Analysis and forecasting
Personal Insurance
- Identify your insurance needs
- Protect your asset portfolio and lifestyle
Estate Planning
- Distribute your wealth as per your wishes
- Implement Beneficiary Nominations
A little about the financial planning process
1. Speak to a Loan Gallery Financial Planner
Tell us a bit about yourself, your current position, and your lifestyle goals. We’ll ask questions about your income, expenses, and asset position to gauge your current circumstances.
2. Provide supporting documentation
You will need to provide up to date statements for things such as Superannuation and Personal Insurances as well as personal identification.
3. Confirm our strategy
Once all your information is collated, we can create a strategy that is suitable to you. This may be a basic strategy or more in depth, depending on your circumstances.
4. Formal advice preparation
Whenever we provide advice, we must formulate this advice in a legal document called a Statement of Advice (SOA). The preparation of this may incur a fee and we will confirm this prior to constructing any strategy or making any recommendations.
5. Implementing our advice
Once we have fully explained our advice to you and you have given us formal consent, we will make all arrangements to implement the strategy and make any follow ups required.
