• We are committed to giving
    down to earth advice.
  • We'll take the stress out of
    managing your finances.
  • Help you set a plan in place
    and then getting you there.

OUR SERVICES

We are there for you along the way to ensure you are kept up to date
and on track to achieve your financial goals.

WEALTH CREATION & INVESTMENTS

We offer expert advice to help you make the most of your investments and create wealth. We constantly monitor the share market and share prices to watch for companies that may offer good value or, conversely, look over priced. We also offer advice on a wide range of Australian and International managed funds and how to use them to increase diversification.

Regardless of your current financial situation, we will sit down with you to formulate a plan that will lay a solid foundation from which your wealth can grow. Once we have agreed to work together, the first step is to help you develop goals and objectives to determine the vision for your financial future.

Your strategy will be determined by your objectives and concerns, the level of investment returns you require, your current asset and income levels, the amount you have available to invest, your accepted level of risk, your liquidity needs, family relationships and values.

SUPERANNUATION

The primary purpose of superannuation is to ensure that you have enough money when you retire to be able to enjoy your life and achieve your goals. Superannuation continues to be the Government's preferred method for Australian's to save for retirement. With changing legislation a given, many people find super impossible to keep up with, but we can assist clients with what can be a complex minefield of paperwork and regulation.

The significant advantages of a properly constructed superannuation strategy can be compelling and make a big difference to the funds you will have available to you upon retirement. We specialise in advice on all forms of superannuation including self-managed super funds. Our staff have many years experience and are authorised to develop innovative strategies to build wealth within super and to advise you on what type of super fund is right for you.

PERSONAL INSURANCE

Your life and your income are the most important assets you have and insuring such assets must be considered. Although these are understandably subjects we don't like to think or talk about, there will no doubt be times when you find yourself thinking.

Whilst we hope that the worst does not happen to you, it is best to be prepared just in case. Insurance, whether it's for you, your income or even your business, is of crucial importance, as guaranteeing your family or your business has financial security should anything happen to you will ease their burden through a painful period.

To find out more about identifying risks and how these can be managed, please contact us today.

RETIREMENT PLANNING & CENTRELINK

The primary purpose of superannuation is to ensure that you have enough money when you retire to be able to enjoy your life and achieve your goals. Superannuation continues to be the Government's preferred method for Australian's to save for retirement. With changing legislation a given, many people find super impossible to keep up with, but we can assist clients with what can be a complex minefield of paperwork and regulation.

The significant advantages of a properly constructed superannuation strategy can be compelling and make a big difference to the funds you will have available to you upon retirement. We specialise in advice on all forms of superannuation including self-managed super funds. Our staff have many years experience and are authorised to develop innovative strategies to build wealth within super and to advise you on what type of super fund is right for you.

ABOUT

At Figtree Financial, we endeavour to help you identify where you are at now financially, recognize where you want to be and then set a plan in place to get you there.

Figtree Financial is located on the Central Coast NSW Australia. We are committed to changing and transforming people’s experience of financial advice. We have friendly and informed staff with the qualifications to aid you with any questions you may have either over the phone or during your personal face-to-face meeting. We aim to provide an environment that is non-threatening with people who pride themselves on not only proving the very best service but also being a companion to aid and help anyway they can.

As you will see when looking at each of the services we offer, thinking about maintaining your finances creates plenty of questions and probably even the odd headache. We can help put your mind at ease by providing you with the answers. We specialise in wealth creation and retirement planning strategies to cater for your individual needs. Our goal is to simplify the often complex areas of investment, superannuation and insurance, to provide you with the peace of mind that you are doing the right thing to build a better financial future for you and your family.

FIGTREE FINANCIAL PARTNERS WITH FIGTREE MORAN AND SECURITOR

OUR PROCESS

Working with a professional financial planner can give you confidence
and peace of mind that your financial future is secure.

1. PRIORITISE

2. MINIMISE

3. MAINTAIN

Our experienced planner will sit down with you in a confidential meeting to talk about any concerns or questions that you may have. We will then work together to prioritise your goals and address your concerns and help you to develop and implement appropriate strategies to provide for your needs.

Our objective is to protect and grow your funds and form a partnership over the long term, firstly by assessing your initial financial position and your goals, and then taking into consideration your preferred level of risk when putting the strategy in place. We have the added advantage of being able to work with your accountant to minimise current and future tax liabilities.

Maintaining the most appropriate financial strategy is a continuous process that will need to be revised and adjusted along the way to cater for ever-changing laws, market trends, investment performance and of course your varying needs. We are there for you along the way to ensure you are kept up to date and on track to achieve your financial goals.

  • We'll work together to prioritise your goals
    to get you the best financial result.

OUR EXPERIENCE

We're here to help you manage your financial affairs and meet your life goals—
and the first step is to make sure you have access to the right advice.

Submitting Form...

The server encountered an error.

Form received.

NEWSLETTER

Sign up below to receive our FREE quarterly newsletter

Submitting Form...

The server encountered an error.

Form received.

2018 © Figtree Financial Pty Ltd. Figtree Financial Pty Ltd is a Corporate Authorised Representative of SECURITOR Financial Group Ltd.
ABN 48 009 189 495 Australian Financial Services Licensee 240687. Australian Credit Licence 240687.

Disclaimer Material contained in this publication is a summary only and is based on information believed to be reliable and received from sources within the market. It is not the intention of Figtree Financial (ABN 32 143 985 595) that this publication be used as the primary source of readers' information but as an adjunct to their own resources and training. No representation is given, warranty made or responsibility taken as to the accuracy, timeliness or completeness of any information or recommendation contained in this publication and Figtree Financial will not be liable to the reader in contract or tort (including for negligence) or otherwise for any loss or damage arising as a result of the reader relying on any such information or recommendation (except insofar as any statutory liability cannot be excluded). This publication has been prepared for general information and not having regard to any particular person's investment objectives, financial situation or needs. Accordingly, no recommendation (express or implied) or other information should be acted on without obtaining specific advice from an authorised representative. Past performance is not indicative of future performance. For legal and taxation matters, we recommend you seek advice from a suitably qualified professional. Disclosure In the event of any person subscribing for any financial services referred to in this publication, such subscription may result in Figtree Financial receiving a commission, fee or other benefit or advantage. Precise details of any such benefits can be obtained from Dan Snelson who is an authorised representatives of SECURITOR Financial Group Ltd ABN 48 009 189 495 AFSL 240687. Australian Credit Licence 240687.

 

 

Website by Bolder Creative