FINANCIAL PLANNING

What We Offer...

It is our objective at Searle Financial Advice to inspire our clients to take control of their own financial futures. We do this by equipping and empowering our clients with a comprehensive financial strategy that suits them. Protecting wealth, creating wealth and transferring wealth at the right time to the right people.

Services

Estate Planning

Estate Planning is the process of transferring wealth from one generation to another. 

Simply put, it is making sure that the right people get the right money at the right time.  This is very important and goes beyond simply having a will in place.  How will the future generation’s needs be funded?  Do we want our business to continue beyond our generation?  How will we look after family members from a blended family situation in a fair manner?

With good Estate Planning facilitation advice, wealth can be transferred from one generation to another in a way to protect assets, minimise tax and provides for the next generation’s needs.  

Risk Advice

Throughout our lives we all face risk…..it’s just part of being alive!

However did you realise that is possible, in fact very important to manage those risks.  At the very least, to be aware of them! 

We believe that strategic Risk Advice is crucial in giving our clients the answer to those questions above.  As part of our Risk Advice service, we analyse each client’s needs and position and put in place a plan to protect our clients from unexpected events.

Strategic Planning and Cash-flow Advice

​Human beings aren’t always logical or rational and we don’t always consider that the decisions we make today can affect our future. This is particularly true in our Financial Lives. We are constantly bombarded with images and messages that are designed to seduce us into buying something. We have a passion for and enjoy encouraging and helping our clients to take control over their money, and educate on how to make it work for us, how to invest it, how to grow it, how to protect it and how to save it.

 

We believe this is a crucial part of a financial plan and therefore, have developed a strategic planning and cash-flow advice service offering for our clients and self employed business owners.

Superannuation Advice

Super…..many of us don’t understand what it is, how much we have and if it will be enough for us when we really need it.

So why be interested in your Super?

The two very important things that differentiate Super funds are these:  Fees and the underlying spread of investments.  Low fees are important, but that in itself may not get you where you need to be by retirement.  Your Super money must be invested appropriately so that you can reach your goals, but also to suit your risk tolerance and the length of time until you need to start withdrawing it.  This can make a huge difference over a person’s working lifetime and can mean the difference of hundreds of thousands of dollars.

This is where appropriate Superannuation advice demonstrates it’s value.

Claims Management

The time in a client’s life, when they need us most, is when they are needing to or wanting to make a claim on their personal insurance. Throughout this emotion-charged and daunting process, we can be there every step of the way, to help ensure it is managed in a timely and efficient manner. When it comes to claim time, we will help manage negotiations and assist to facilitate decisions between the claimant and the insurer, collect and provide information to the insurer and manage GP, Specialist and medical reporting and evidence. Furthermore, this service is available for all of our existing clients and also for new clients.

 

At Searle Financial, we are proud of our established and consistent track record of successful outcomes for client’s claims through which we have managed.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Phone - 07 4632 1300
​​100 Margaret St, East Toowoomba QLD 4350
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© 2017 by The Searle Financial Group

Proudly created by Equip Creative Pty Ltd

Financial Planning Services are provided under authority of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857

Mortgage Broking Services are provided under authority of AFG ACN 066 385 822   |   Australian Credit Licence 389087. Searle Financial Services ABN 83 746 539 452