Life-event-based Planning

Life can be complicated

Whether you are switching careers, suddenly single, experiencing a sudden financial windfall or simply want to secure a brighter future for you and family, you must make decisions about your money. You may be in unfamiliar territory, feeling uncertain or not sure of the best move for you. Understanding where you are and where you want to be will provide the direction you need and help you create a more secure future for you and your loved ones.

Your financial future secured

Our unique approach to financial life-based planning combines the best technical advice and a personalised service to build a financial roadmap perfectly fitted to you. There are many ways to handle your money, from the simple to the sophisticated. They all take a little bit of understanding. Providing solid guidance, direction and advice you can trust we deliver a holistic approach to managing your money today and tomorrow.

All the advice you need in the one place

Wherever you are in life, our dedicated financial advisers can help set you in the right direction.

  • Retiring - sooner or later
  • Taking a redundancy
  • Getting married
  • Becoming your own boss
  • Buying your first home
  • Becoming a parent - the first years
  • Educating the kids
  • Getting your super sorted
  • Buying an investment property
  • Providing super for your staff
  • Getting divorced
  • Saving for that special something
  • A sudden windfall
  • Providing for future generations
  • Managing your own super
  • Managing your debt
  • Protection for loss of assets

Wherever you are in life, whatever you need, Comprehensive Financial Solutions can help.

Life-event-based planning advice? Yes Please.

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