We are able to assist with professional Financial Planning advice addressing the following areas:
Investment planning is about building your wealth and choosing the investments that are best suited to you.
Superannuation is a tax-effective and valuable savings system that allows you to save for the lifestyle you want in retirement.
Risk insurance is about protecting your wealth, your loved ones and, if you’re a business owner, your business.
Harbour Financial Planning will help you maximise your superannuation so you can enjoy a comfortable retirement when you are ready. Whether it is full retirement , transitioning to retirement or looking at your retirement options for the future we can assist to ensure your plans stay on track.
Centrelink entitlements can make a real difference to your lifestyle, but dealing with Centrelink and the related paperwork can be a nightmare. Harbour Financial Planning offers a comprehensive Centrelink service to take the worry and hassles away.
One of the most important things about a financial plan is making sure it’s up to date. We review your financial plan at least annually to make sure your investments and strategies are still meeting your needs.
Protecting a business from an unforseen event happening to a business partner is vital to the continued operation of a business. The ability to implement a succession plan and release equity to those entitled allows for a smooth transition during difficult circumstances. In addition, covering key people in the business to reduce risk and maintain profitability is also extremely important. At Harbour Financial Planning we are able to provide a complete risk assessment to your business and recommend appropriate cover and structures to achieve complete protection for business owners and their families.
11 Scott Street, Bellerive
P: (03) 6275 5413
DALE KEMP CFP®
MATTHEW CLINGELEFFER CFP®
JULIA NOYE DipFP
SEAN CLINGELEFFER BBus, ADFS (FP), AFP®