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FINANCIAL           SOLUTIONS

careplan

carefully  planning   your  future

To find out more, phone 9010 5057, email us or book an appointment below.

Book a free no obligation careplan appointment here

Russell Williams CFP is an Authorised Representative of Charter Financial Planning Limited

ABN 35 002 976 294  Australian Financial Services Licensee No. 234665  

Principle Address:  750 Collins Street P.O. Box 2830 Melbourne Victoria 3001

     Insurance Advice

- Income Protection Insurance

- Life & Total Disability Insurance

- Trauma Insurance

- Advice on ownership structure

      Retirement Advice

- Advice on types of income streams

- Minimize income tax

- Maximize Centrelink income

- Advice on investment risk / volatility

  Superannuation Advice

- Consolidate your super funds

- Understand & take control of Super

- Salary sacrifice vs Mortgage repay

- Advice on investment risk / volatility

  Pre-Retirement Advice

- Tax saving strategies for over 55’s

- Ensure adequate funds to retire

- Protect against ‘market cycles’

- ‘Optimize’ your Super every year

     Aged Care Advice

- Maximize Centrelink income

- Minimize Aged Care fees

- Keeping or selling the home

- Negotiating bond amount / structure

       Estate Planning

- Inter-generational wealth transfer

- Minimize tax paid by dependents

- Ensure your wishes are carried out

- Protect against Will being contested