Managing your finances to meet your day to day requirements as well as your long-term goals can be a complex task, yet one that can still be achieved through a thorough analysis of your financial circumstances and the development of a financial planning strategy.

Financial planning is a holistic approach, taking into account all sorts of issues you need to consider such as taxation, legislation, protection of your wealth and assets, associated costs and the inherent risks of investment. Making the most of your current financial situation, and your future objectives and goals are the basis of your strategy.

We understand that life is continuously changing, with new obstacles always arising. Our financial advisers will create a plan for you that is flexible and that changes with you as your needs do. We will keep you up to date with the performance of your investments with regular reporting and information reviews, comprehensive strategic plan upgrades, private briefings and special information seminars.

Aylesbury is not aligned to any bank or insurance company. Our recommendations are therefore based on no other consideration than what is best for you for an effective means of creating and preserving wealth.

Areas of focus include:

Growth Strategies

Wealth Accumulation Strategies
(Financial Planning – Growth Strategies)

The creation of wealth is an ongoing process that needs regular review of strategy, investment markets and impact of legislative changes. Commitment to the strategy by both client and adviser is paramount. Aylesbury can assist you if you are just beginning on the road to wealth creation or seeking to maximise what you have already accumulated.

Tax Minimisation Strategies
(Financial Planning – Growth Strategies)

Aylesbury in conjunction with your accountant will determine an appropriate strategy suited to your needs to legally minimise your tax. Examples of strategies we may utilise are the use of alternative tax effective investments, deductible contributions to superannuation.

Debt Management
(Financial Planning – Growth Strategies)

Debt can be a necessary and sometimes beneficial part of life as long as it is managed carefully. Aylesbury can show you how to reduce any non beneficial debt and manage any debt which may assist in your wealth creation strategy. Just another step on your road to freedom.

Retirement Strategies

You’ve reached retirement, so now is the time to feel safe and secure, knowing you have time to fulfill your dreams and desires. Not a time to feel uncertainty and confusion.

Questions you may ask yourself are:

• how you are going to provide for your retirement?
• what income will you need to deliver the lifestyle you want?
• and how will you manage your money so that it lasts and maintains purchasing power right through your retirement years?

With the answers to these questions you can enter retirement with the confidence that you are financially secure.

Reward yourself by putting in place a retirement strategy that is right for you; seek the financial advice of an Aylesbury Representative today.

Planning for Retirement – Accumulation & Income
(Financial Planning – Retirement Strategies)

For most of us superannuation through a retail fund or self managed fund is the most tax effective way of creating wealth and providing a regular income stream in retirement. Ongoing advice in this area due to constant legislation changes is important to ensure you are reaping the most benefit possible without unknowingly breaching strict conditions.

This is a General Advice warning as this information does not take your specific needs or circumstances into consideration, you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.