Financial Planning

Building a property portfolio is the great Australian dream. To successfully achieve this, it is essential that your portfolio be built upon a firm foundation. This means ensuring that we cover as many of the risks that could come your way.

A key philosophy of Concise Finance is to provide you with a bespoke service and outcome that works best for you. Our experienced Financial Planners can offer a free risk review that will outline strategies to protect your portfolio in the event of unforeseen circumstances. This includes making sure you have the right amount of Income Protection, Trauma, Disability, and Death Cover.

Let’s face it, our income is one of our most important assets, and losing this will not only impact our property portfolio but also the well-being of our loved ones.

To maximise wealth creation, you need to focus on how your objectives are achieved. Managing costs, including minimising taxes, is critical. Ensuring your investment infrastructure suits you can avoid pitfalls down the track, particularly around retirement, and can provide more flexibility and peace of mind.

Achieving financial security and peace of mind also involves thinking about how much financial risk you are comfortable with. We can help you understand your risk-tolerance levels, and translate and illustrate how risk can affect different strategies designed to achieve your objectives. We want to ensure that your strategy is understood and suitable for you.

We have the expertise and processes to ensure we fully understand the risks of any investment we recommend, without just relying on third-party investment options.