Are you planning for financial success… the 1 minute financial planner audit

Did you know Urbantech Group provides full financial planning advice!

While you’d be hard pressed to find someone that wouldn’t benefit from the advice of a Financial Planner, the majority of people have never worked with one.

We believe Financial Planners should play an important role in your overall wealth strategy. More than just managed fund advocates, Financial Planners are professionals who prepare financial plans for people covering crucial aspects of personal finance including: cash flow management, investment planning, education planning, retirement planning, risk management and insurance planning, tax planning, estate planning and business succession planning [for business owners].

Not sure if you need to speak to a Financial Planner?

Get your financial future on track by completing our basic financial health audit.

Simply answer these four questions – In less than a minute you’ll see how you’re doing and whether you need help in any areas;

  • Insurance Needs – Would your current personal insurances (including those within Super) be enough to pay off your debts, and keep your family secure?
  • Lifestyle Needs – If you were unable to work for three months or longer due to an accident or illness, could you meet your ongoing living expenses?
  • Lost Super – Did you have more than one Super fund from working with different employers during your working life ?
  • Smart Super – Did you know by consolidating your super into one fund you can reduce fees and more easily keep track of your retirement goals?

Want some help?

If you answered ‘no’ or ‘unsure’ to any of these questions it could be time you considered talking to one of our trusted Financial Planner partners.

By having the full picture, we can help you get the right advice to take control of your finances and feel more confident about your future.

>> To arrange a meeting with our Financial Planner click here OR call us on 08 8451 1500

Until next time…

Sam & Matt
Urbantech Group – Download our free property investing ebook +plus more…

P.S. We pride ourselves on providing you with financial advice and solutions personalised and tailored to meet your individual needs and designed to achieve your financial goals. We understand how busy life can be and how easy it is to avoid dealing with your financial affairs. We also appreciate how difficult it is to find the time and therefore our appointments are booked around you.

We offer a free, no obligation initial consultation either over the phone or on a one to one basis with home consultations available if required. We strongly believe that the quality of our advice and recommendations is based on a solid understanding of your current financial situation, together with your wants and needs.

P.P.S. Also if you have a moment please take a sec to complete our latest survey. It should pop up in the bottom right of your screen

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Urbantech provides a complete service to build and protect your wealth; mortgage & finance broking, +plus a range of allied services. Simply put we'll make sure you get the best deal going. To get started today book in your FREE Finance & Wealth Evaluation or call us on 08 8451 1500

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