Forms Survey & Calculators - Southern Financial Strategies

Seminars and Events

31st January 2012
Oliver's Insights
The last month or so has actually seen better news regarding the global economy... ›

23rd January 2012
Oliver's Insights
2012 is likely to be a better year than 2011.Watch European bond yields,... ›

6th January 2012
Winner of the FPA's Associate Financial Planner Best Practice Award
The FPA's Best Practice Awards recognise the superior outcomes for clients when... ›

p: (08) 9259 5777
f: (08) 9259 5800
e:

Postal Address:
PO Box 39
Riverton, Western Australia 6148

Riverton Address:
Suite 1/288 High Road,
Riverton, Western Australia 6148

Morley Address:
Level 1, 13 Collier Road,
Morley, Western Australia 6062

Do you have a financial plan that you are working to? (or could you do with a little guidance & advice)	Yes:	No:
Are you happy with your current Superannuation investment? (how is it performing? What fees? What is the asset allocation? Any service or advice	Yes:	No:
Do you know how much capital you are likely to need to sustain your lifestyle in the future?	Yes:	No:
Do you have a plan to generate regular tax effective income once you have retired?	Yes:	No:
Do you know how to minimise your tax bill both now & once you have retired?	Yes:	No:
Are you utilising the equity in your residential property or Share Portfolio to create wealth? (using a simple gearing strategy)	Yes:	No:
Do you & your family have adequate protection against accident, illness or untimely death?	Yes:	No:
Do you have an up-to-date Will, Power of Attorney and Estate plan in place?	Yes:	No:
Are you aware of all the Government benefits that you are, or may be entitled to?	Yes:	No:
Are you receiving the service & advice that you expect / deserve from your current adviser? (or don’t you have one….)	Yes:	No: