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The Quinn Financial Planning Process

 

The steps we take in helping you reach your goals

 

Step 1: Initial Meeting

This is where we get to know each other and set your goals and objectives. We will review your financial position and discuss your risk preferences.

 

Step 2: Our Recommendations

We establish a strategy to help you meet your short, medium and long term goals. This strategy will be presented and explained in easy to understand terms in a Statement of Advice. This will outline how our recommendations meet your goals.

 

Step 3: Getting it all started

This stage is where we step you through the implementation of your strategy and products. This includes anything from helping to complete your application through to establishment of trusts and self managed superannuation funds and complex investment structures. We will implement the entire strategy for you.

 

Step 4: Monitoring

Your strategy and products will be consistently monitored and reviewed to ensure they are still the most appropriate methods of meeting your goals and objectives.

 

We are constantly available all year round to give you the peace of mind that you have experts available to help you through any matters that arise.

 

We can help a person at every stage of their life

 

Good financial advice from a professional financial planner can play a vital role throughout our lives from the time we enter the workforce.

 

 

Lifestage

How a financial planner can help

Young adulthood

  • Establishing life goals and strategies to achieve them

First homebuyers/ Newlyweds

  • Developing budgeting skills

  • Devising a savings/borrowing strategy to achieve home ownership

Thirty-something

  • Developing a savings and investment plan to build long-term wealth

  • Advice on preparing for the cost of raising children

  • Ensuring all assets are adequately protected

Forties & Fifites

  • Tailored strategies to build a retirement nest egg

  • Building other assets outside the family home and super

  • Protecting against life risk

Pre-retirement

  • Asset management and strategies to minimise tax while maximising government entitlements

  • Recommending investment strategies to maximise capital growth and regular income of retirement assets

Retirement

  • Fine-tuning investment strategies throughout retirement

  • Estate planning

  • Advice on tapping into non-financial assets like the family home

 

 

 

For more information or to arrange to speak with one of our accountants or financial planners contact us now by submitting an online enquiry form or call 1300 QUINNS or on +61 2 9223 9166.

 

 

The Quinn Group - Providing the Total Solution

 

As a legal, accounting and financial planning firm The Quinn Group are able to offer legal and financial services in one location. Visit our Legal Services page to see our range of legal services.

 

Visit our Accounting Services page for more information on the wide range of Accounting Services that The Quinn Group can provide to you as an individual or a business.

 

Whilst we have 5 offices located in Sydney, we are also able to meet you at location convenient for you. Additionally, we have web and teleconferencing available for regional, interstate or international clients.