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We formerly had our tax, research & development grants managed by one of the ‘Big Four’ international accounting firms, but knew that we were not getting the attention and service we needed. Making the switch to ABG was like night and day! We are getting the same degree of competence and experience, but with a much higher level of service. At much more reasonable fees, too! ABG has helped us claim back what we are worth, not what big firms dictate.
Financial Planning Services
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Regardless of your age, life stage or wage, a financial planner can work with you to reach your financial and life goals, whether short-term or long-term by using various strategies and relentless commitment
“Its not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for“ Robert Kiyosaki
ABG Wealth Planning Pty Ltd CAR 001282700 is an authorized corporate representative of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289, which is a wholly-owned subsidiary and main operating entity of ASX-Listed WT Financial Group Limited (ASX: WTL) https://www.wtfglimited.com/
Wealth Today is a national financial services dealer group…with a difference.
Formed in 2008 Wealth Today have one simple purpose: to place our clients and us at the centre of everything they do and to enable us all to succeed as this new era dawns.
Wealth Today’s mission is to build a comprehensively supported team of advisers who share their vision and commitment to providing quality tailored financial advice.
Equal to this is the commitment Wealth Today have made to train, mentor and support their advisers so that we can build long-standing and successful businesses together.
ABG Wealth Planning has a similar mission as WT Financial Group that we educate and elevate the financial health of our clients with our One-Stop expert services.
ABG Wealth Planning with our Inhouse Senior Central Advisors’ Team (SCAT) provides financial planning services as below:
- Basic and non-basic deposit products
- Debentures, stocks and or bonds issued or proposed to be issued by a government.
- Life products including investment life insurance products as well as any products issued by a Registered Life Insurance Company
- Interests in managed investment schemes including investor directed portfolio services.
- Retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997)
- Superannuation
- SMSF
- Securities & Shares
- Self-managed Superannuation Funds
- Margin Lending
- Estate planning, wills, salary sacrificing, retirement planning, transition to retirement advice, pension and Centrelink planning
ABG Wealth Planning helps you to achieve financial freedom and build a resilient financial portfolio that weathers every storm and delivers outstanding ROI over the long term. ABG’s inhouse central financial experts offer you the right financial wisdom to help you navigate the increasingly complex financial landscape with ease and confidence.
Our financial planning services are fully tailored to your specific financial goals & provide you with the sharp insights you need to invest your money in the right financial products & companies.
Our AFSL provides highly reliable, goal-specific financial planning advice which protects you against future shocks, be it personal (job loss, medical expense, divorce) or systemic (recession, trade war) and grows your wealth at a rapid pace. Our extensive Financial Coaching in conjunction with our AFSL provide you with an insider view into the proven methodologies, financial models, and frameworks we employ to achieve your financial goals and build long-term wealth.
What is financial planning?
Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice.
If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need a financial plan. Unfortunately, life is a little more complex – it’s hard to understand the intricacies of investment, taxation and ever-changing rules and regulations, so you need professional help.
Yet many of us resist seeking advice, as if our financial future weren’t just as important as our health or our children’s education. We often decide to manage our financial affairs ourselves, or leave it to a family member or friend, which is a bit like asking your butcher for advice on vegetables.
Many people make the mistake of thinking that financial advice is just for the wealthy. However, financial advice can help people at all levels of financial health by providing strategies for improving and growing your wealth. It can assist you with making plans for things as simple as a holiday, to something as complex as buying a property, or retiring comfortably.
Why should I use a financial planner?
FPA research1 has found that Australians who consult a financial planner feel happier, more positive about their financial wellbeing, and more optimistic about the future than those who don’t.
That’s because a financial planner will help you stay on track of both your short-term goals longer-term goals. The sooner you start planning, the sooner you can build the life you want, and live with better peace of mind.
Financial planning is a specialist profession and you should make sure that you’re getting advice from a professional financial planner who is properly licensed and qualified.
A financial planner has the technical expertise to develop the right strategy for you. They will know the latest legislative changes and ensure you feel financially informed and confident about your future.
When will I need financial advice?
Most people seek advice from a financial planner when they hit major life milestones. This will depend on your life stages. These include:
Young to mid-life: Those aged 20-39 who are establishing and building careers, launching a business or perhaps starting a family. You may be looking at getting married or buying your first home.
Mid-life: Those aged between 40-49, this is your consolidation stage – where you aspire to achieve a comfortable lifestyle and are thinking about managing your long-term future. You may be looking at investments, inheritance, tax management and healthcare.
Pre-retirement: With 20 or more years of retirement ahead of you, your priorities will depend on how well you’ve prepared. Your main concerns may be debt elimination, protecting your assets, helping your children, wills and trusts.
Retirement: Generally from 65-years and onwards, this is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth. You may be thinking of aged care planning, gifting to your family and estate planning.
While it’s important to have professional financial advice to help you through these events, you don’t need to wait in order to benefit from establishing a relationship with a professional planner.
As Dante De Gori, CERTIFIED FINANCIAL PLANNER® professional and CEO of the FPA, explains: “It’s all about helping you set your goals and devising a plan to give you the confidence that your financial future is secure. A professional financial planner can give you the peace of mind and security that comes with being prepared for the future.”
How do I identify my financial goals?
People often turn to a financial planner to help simplify their finances and set financial milestones to help them achieve their life goals. These goals can include paying off a student loan, a mortgage and short-term debts, such as credit cards, through to saving for a holiday, investment or retirement.
A financial planner can help you with budgeting, cash flow management, a savings plan, superannuation, tax planning, home loan repayments, debt management and reduction, insurance, investments and also planning for retirement.
Your financial planner has a responsibility to provide the best possible financial advice for your situation. Ask him or her “how will you help me to reach my goals?”
Your financial planner’s responsibilities are to make clear recommendations, outline the risks involved and communicate any possible strengths or weaknesses in the plan. Remember that your financial planner cannot predict the market or ensure investments are always favourable.
What does a financial plan include?
Every individual or household is unique and requires a unique financial plan. A good financial planner will review your lifestyle and create a financial plan specifically suited to you. The financial plan will include financial strategies that will meet your goals. Once you’re satisfied and agree to the suggestions of the financial planner the financial plan will be put into action.
The ABG Difference
Our Personalized Financial Planning Services Help You:
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Create a Safety Net |
Protect Your Wealth Against Shocks |
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Gain Complete Control of Your Financial Future |
Rapidly Grow Your Wealth |
Stay One Step Ahead of the Future
- Corporate finance
- Superannuation Fund Services
- Investment Consulting
- Wealth & Asset Management
- Portfolio Management
- Wealth Creation & Accumulation
- Managed Funds Services
- Cash Flow Management
- Direct Share Investment
- Retirement Planning
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