ADVICE & SUPPORT
We are committed to providing personalised strategies and guidance tailored to your unique needs and goals. Explore our services below to discover how we can help you achieve financial success, plan for retirement, protect your assets, and unlock a brighter financial future.
We focus on your financial well-being today, and always, via:
PLANNING & ADVICE: We provide professional strategic advice to improve your financial position and achieve your long-term goals. Our service includes regular financial mentoring and ongoing guidance.
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STRATEGY: We offer a tailored blueprint for financial success for individuals in the workforce, self-employed, about to retire, or already retired.
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SUPPORT: We offer a comprehensive ongoing service to keep your plan and investments on track.
Retirement Planning
We help arrange finances for a reliable and tax-effective retirement income, and show how to reduce tax on lump sum and business/farm sale. We also help maximize Centrelink benefits.
Superannuation Planning
We review superannuation arrangements and assess if they satisfy retirement goals, fund performance, asset allocation, fund managers, contributions, and tax-effective strategies.
Investment Planning
We advise on asset allocation, investment strategies, and selection for lump sum, regular savings, and and managed investments in Australia and overseas.
Redundancy Planning
We help invest payouts to meet short-term needs and eventual retirement, develop investment strategies to qualify for Centrelink benefits, and minimize tax on payout and income.
Wealth Planning
We help develop investment strategies to build wealth prudently and tax-effectively, assist in protecting financial position with personal insurances, and refer to finance broking professionals for mortgage efficiencies.
Estate Planning
We advise on arranging financial affairs for efficient and tax-effective distribution of estate after death, funding estate, saving tax for beneficiaries, and protecting estate from litigation, bankruptcy, or divorce.
Business Estate Planning
We help arrange business affairs to prevent deterioration or loss of continuity, give continuing owners the right to buy interests of deceased or disabled owner, and fairly compensate departing owner or estate.
Coligan Financial Services Pty Ltd, trading as Future Ready Financial Planning is a corporate authorised representative 336454 of Wealth Point Pty Ltd ABN 69 635 798 775
AFS License No. 522099. For more information, please email admin@wealthpoint.net.au
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Website terms and conditions.
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The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).
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Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Wealth Point Pty Ltd disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward-looking statements. Past performance is not an indication of future performance.
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