
Other Advice Services
There are a multitude of reasons why you may need to, or choose to, meet with a financial planner. At 20/20 Advice, we are able to help in many of these areas. Some of these are listed below:
Investment establishment & placement, such as a managed fund, shares, or a bond
Gearing advice – borrowing to invest
Regular savings plans
Saving for your children’s education
Become an ‘Employer of Choice’ by providing Salary Continuance Insurance, Life Insurance and/or TPD Insurance to your permanent employees
Use Group Insurance to provide cost-effective automatically accepted cover for business owners and senior company management
Reduce your exposure to accrued employee sick leave, annual leave & long service leave through a Group Salary Continuance strategy
Debt consolidation and/or reduction
Cashflow budgeting
Salary packaging
Maximise Centrelink benefits, such as the Aged Pension
Gain entitlement for the Commonwealth Seniors Health Card
Gain entitlement for the Low Income Health Care Card
Family entitlement planning, incorporating Family Tax Benefits, Paid Parental Leave, and/or the Baby Bonus
Minimise daily care fees
Maximise Centrelink benefits
Fund entry to Aged Care
Effective aged care planning will ensure that the family home is dealt with in the most financially effective manner whilst considering the emotional attachment.
Investment Strategies




Group Risk Insurance Strategies



General Financial Planning Strategies



Centrelink Strategies




Aged Care Strategies



Effective aged care planning will ensure that the family home is dealt with in the most financially effective manner whilst considering the emotional attachment.
Professional Partners we use and recommend
20/20 Advice Pty Ltd ABN 51 166 265 023, Corporate Authorised Representative No. 449524
Alliance Wealth Pty Ltd ABN 93 161 647 007 | AFSL 449221
Alliance Wealth Pty Ltd ABN 93 161 647 007 | AFSL 449221
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