www.inspiredmoney.com.au
Life Event:
Getting Married. We take you through the following steps to help you identify what areas are affected and what you need to consider. Making it: Budget and improve cash-flow to save money We use your Income Plan to free up surplus funds to achieve your goal. Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
Growing it: Explore investment options for your savings We use your Investment Plan to explore your investment options and empower you to choose what’s best for you. Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
Protecting it: Implement life insurance early if you are contemplating a family We use your Risk Plan to protect the things that are important to you. Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these
risks can be managed are through implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Enjoying it: Understand how to use superannuation for life insurance and estate planning We use your Retirement Plan to help you achieve your ideal retirement. Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Preserving it: Implement a Will to reflect your new circumstances We use your Estate Plan to ensure that the right assets, go to the right people, at the right time. Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
“ Reach high, for stars lie hidden in you. Dream deep, for every dream, precedes the goal.” — Rabindranath Tagore
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