Financial Freedom is closer than you think.

Financial Freedom Strategy Session 

Achieve your goals with our tailored solutions

We have designed our one on one strategy session so that you can begin the journey towards achieving your version of financial freedom. Why is it 'your version' ? We understand that everyone has different goals, experiences, visions and dreams. We also know that each person's financial situation is different, which is why a tailored financial solution is necessary to start on the journey of financial freedom. 

What do your goals consists of? When was the last time you wrote them all down? Do you want to travel next year? Buy a new car? Pay for your children's education? Buy your first property or your next one? Or even just simply increase the amount of money you are able to spend each fortnight. 

Regardless of your current situation, organising and getting started on your financial journey to financial freedom can never be too early or too late. We have designed a two hour personal session to assist with the some of the following:

  • The overwhelming  amount of information on the internet and the advice given by family/friends  which may often leave you more confused than you were to begin with.

  •  The confusion of the overall process and what options are available with a step by step guide.

  • Guidance to minimise risk and reduce mistakes.

What does the strategy session consist of?

1) A clearer vision on your targets, goals and aspirations with what you want to achieve in the short and long term.
2) The barriers with what is standing in the way of you reaching them 
3) How to increase your cash flow position without having to completely cut your spending and get a clear strategy on how to manage your money. 
4) Finally, you will have a process you can follow to make better decisions with your money. This is the initial step in working out how we can get you to the next level. 

Get on top of your money and we will plan out together what the ongoing succession plan is going to be. Build your knowledge so you can take action with confidence. 

 

If you want to start your journey to Financial Freedom book an appointment today, no dream is to big or to small.

Financial Education = Financial Freedom 

 

Our Guide to

Buying Property 

  1. Four reasons for choosing Property

  2. How to get into the market

  3. How much should you borrow?

  4. Rent and Invest or Purchase and occupy?

  5. What are the risks and costs?

  6. What insurance you will need?

  7. What loans are available?

  8. How to apply for a loan?

  9. Step by step guide on buying property 

  10. Tips for repaying your mortgage sooner

Our Guide to Financial Freedom

  1. Our 7 Steps to achieving Financial Freedom 

  2. Tips for you to improve your current position 

  3. Financial Education

Get started and download our free e-books 

 

Financial Education = Financial Freedom 

42/1 Macquarie Street

Parrmatta NSW 2150

 

P: (02) 9633 1670

F: (02) 9633 1701

 

 

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Disclaimer: Financial Solutions (ABN: 41 701 190 619) is a corporate authorised credit representative (Credit Representative Number 500747) of the Welfare Fund Ltd (Australia Credit Licence Number 423050 ABN: 25 155 698 105).  Frank Fontana is a Director of Financial Solutions and is a an authorised representative (Authorised Representative Number 1233081), of MASU Financial Management Pty Ltd (Australia Financial Services Licence Number 231140 ABN: 78 069 358 498). Financial Solutions is also a referral partner of TJL insurance Pty Ltd (Australia Financial Services Licence Number 478959 ABN: 98 613 453). 

Financial Solutions has access to a panel of lenders through National Mortgage Brokers Pty Ltd (ACN 093 874 376 / Australian Credit Licence 391209), which is a fully-owned subsidiary of Liberty Financial Pty Ltd (ACN 077 248 983 / Australian Credit Licence 286596).  Financial Solutions has access to products including those from Liberty Financial.

The information on this website is of a general nature to give an indication of insurance products, financial services and mortgage products. It should not be considered financial advice and does not take into account specific and individual circumstances. Appropriate professional advice should be sought from accountants, solicitors and financial advisers before obtaining a product that takes into consideration individual circumstances.

© 2016 by Finacial $olutions.