Insurance Review
Super Comparison
Cashflow Strategies
Build My Wealth Map
 
 
 
 
 
 

Everyday Cash Management

Saving Strategies

AssetZ Financial Planning can assist with your budgeting needs to achieve your goals. Through some simple strategies I can help you not to worry about your money and put your budget onto auto pilot. To find out more simply make contact through the contact page and I would be happy to assist. 

If you would like to build your own Weath map, click on the button above and complete the required information. It is a great tool that my clients get to use for free and so can you.  

I can help you control your cash flow habits and maximise your savings potential and returns. Find out more about saving 30% on all education costs or maybe you just need a plan to reach your goals. I am happy to tailor it to your needs. Click on the button above and I will be in contact. 

What does all this cost?

 

A great question and one that you can not normally find on a Financial Planning website. I am not here to waste your time and I am happy to provide my fees as per below. It is worth noting that after our first meeting, I will be able to tell you there and then if you can benefit from moving forward or if you have a suitable plan in place already. If I believe I can assist you then you can opt in to go to the next stage. I will always be open and transparent with the fees agreed upon and ensure the service provided is well above the fee charged.  

  1. First Consultation- Free no Obligation
  2. Comparison and recommendation with a detailed Statement of Advice for Insurance only- No Cost
  3. Comparison and recommendation with a detailed Statement of Advice for Investment or Superannuation and Insurance- $250
  4. As above Statment of Advice for Investment or Superfund- $500
  5. Cash Flow Plan- $400
  6. Transition to retirment plan and Statement of Advice - $750
 
If you have any questions in regards to the fees listed above please let me know. 
 
I look forward to talking with you soon.
Kindest Regards 
Paul Reid
 

Compare your superfund to my fund managers performance and I know you will be pleasantly surprised. It is your money and you have choices on where it can be invested which will make a huge difference to your retirement lifestyle. 

There is no cost or obligation to review your insurances PLUS you may save thousands of dollars over your existing policy and have better cover available. 

Investments

Managing your wealth is as much about protecting you and your family as it is about growing your wealth. From life insurance, through to policies which protect you in the event of illness or injury such as income protection, trauma and total and permanent disability cover, we can provide you with a tailored wealth protection strategy. We will advise you on appropriate structures for your insurances, and where applicable, recommend insurance for your business.

Risk Insurance

You may be saving for your children's education (Did you know you can get a 30% rebate on all education costs!) or a new car or around the world holiday. What ever it is that you are aiming form, I can assist you with your saving plan to achieve your goals. All of my clients have free access to my free Wealth Map so they can plan their goals and also see if they are on track to achieve them. 

I believe a long-term, diversified investment strategy is a much more solid way to invest. AssetZ Financial Planning only offer the highest quality products, including stocks, bonds, mutual funds and annuities.

At AssetZ Financial Planning you have direct access to your Fund Manager and every portfolio is tailored to to your individual needs and risk profile

I work with clients from all type of employment fields and in different stages of their lives, no one size fits all in this industry and I love the challenge of making every clients position a winning one. So if you have just started your first job, or looking for the best way to finish your last job as quickly as possible, I can put together an easy to understand plan to make sure your reach your goals. I specialise in Risk insurance and with the help of some hand picked fund managers, growing my clients superfunds and investments above the market average. I can also assist with budgeting and Transition to Retirment plans.