True cash flow management combines short term measurement of your income and expenditure with long term planning for things like debt elimination, investment or saving for a specific goal.
We take a holistic view of your life and combine your personal objectives with our research and expertise to craft a plan tailored to your financial needs and aspirations. Get in touch with one of our financial planners today.
Cash Flow Management
With debt so easy to access these days through credit cards, personal loans, let alone home finance it is no wonder that juggling debt repayments amongst all of the other expenses has become a very stressful experience for most of us.
No one likes to think about it, but we all know that at some point, we will pass away. When we do, we will likely leave family behind, and because of that, it is extremely important to have some estate planning in place well before anyone is in a position to need it.
At Stottsure Financial we have established long-term strategic partnerships with a range of specialist investment managers who are recognised as being the best in their area of expertise.
When it comes to insurance it’s often very easy to justify to ourselves why we don’t need to do certain things, even when commonsense tells us that without having proper risk protection measures in place we are leaving ourselves and our families potentially exposed.
Retirement means different things to different people. For some, it’s a definite point in time when work stops and a new phase begins. For others, retirement may be a gradual process as they leave employment for a time and return later, or vary their working hours as priorities shift and change.
If you’re like most Australians, superannuation will be one of the most important investments you’ll ever have – along with a home and an ability to earn an income.
Business Succession Planning
The purpose of a Business Succession Plan is to pre-agree a strategy that will enable a Business Person to exit a Business upon the occurrence of an Insured Event.