Wealth CreationThe SBS Team is proud to introduce a REVOLUTIONARY new concept - planning for your future with NO hard sell to buy shares or managed funds! Welcome to your LIFEPLAN!What is a LifePlan Analysis?Put simply, it is an illustration of what your future financial position might look like based on your current circumstances, objectives and needs.
Using information such as:
we are able to map out a lifestyle plan and visually demonstrate how much you can afford to spend or save today in order to provide for a comfortable tomorrow! FlexibilitySeeing your LifePlan on paper doesn’t mean it is set in stone! We can use your LifePlan Analysis as the basis for ongoing planning reviews to ensure you stay on track to meet your goals. As your circumstances change, adjustments can be incorporated into your LifePlan. For instance, you may wish to include the purchase of a new car, provision for annual holidays or anticipated school fees for your children. While these major expenses will affect your level of savings, you’ll be able to see from your LifePlan Analysis whether you should perhaps reduce your household expenses or even slightly increase your level of risk. Your Investment in Your FutureA LifePlan Analysis includes:
Our fee: $770 (single) or $990 (couple) The Next StepEquipped with your LifePlan Report, we can now assist in developing a financial strategy to meet your needs and goals. Together we can discuss our recommendations and if you’re happy to proceed, we can help you to implement our recommendations which will put you on the road to reaching your lifestyle goals! Contact the SBS Team TODAY to make an appointment for your LifePlan. What does your future hold for you? |
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Latest SBS News July 2010 - 2010 Tax Return Forms now available for you to download - CLICK HERE Contact us TODAY on (07) 3221 1100 to make an appointment to have your 2010 Tax Return expertly prepared or use the REQUEST APPOINTMENT function on our web site to arrange an appointment. Business News |