We achieve better outcomes when we plan for our future

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The type of advice you need depends on your circumstances and what you’re trying to achieve.  Your goals will change throughout your life, but most start with buying a home, setting up their superannuation and starting a saving account. The earlier you start planning the better, as you will develop good habits and be more mindful of the way you spend your money.

As you mature and your mortage is paid off, you will be looking for investments and other ways of making the most of your money. Setting yourself up for the day you can sit back, relax and enjoy the life all your planning has afforded you.

Your first step is to think about your financial goals.  A good way to do this is by timeframe:

Short-term e.g. saving for a holiday or paying off a credit card

Medium-term e.g. buying a home or building an investment portfolio

Long-term e.g. achieving a certain level of income in retirement.

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20 - 45 Years - I can help with:

  • Budgeting and managing cashflow
  • Saving for the future
  • Buying your first home
  • Education funding for your children
  • Insurance to protect you and your family
  • Making an effective Will
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45 - 65 Years - I can help with:

  • Super advice including self-managed super funds
  • Building investment portfolios in or out of super
  • Minimizing tax
  • Planning your retirement
  • Keeping insurances relevant
  • Estate planning
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65 and Over - I can help with:

  • Achieving the best retirement result possible
  • Centrelink and DVA benefits
  • Self-managed super funds
  • Estate planning
  • Aged Care options
  • Being your trusted adviser and helping wherever you need me to!

If there’s anything I can’t help with directly, I am happy to refer you to a trusted professional who can.  I have a circle of professionals I deal with who can handle anything I can’t, like mortgage broking, advanced estate planning, general insurance, accounting etc. Feel free to discuss this and any other concerns or questions you may have at our first meeting.

Many of us have similar goals – buying a home, travelling, achieving the lifestyle we want and being able to enjoy life once we retire. All this is possible if you manage your money properly and get the right advice.  Financial planning is about developing strategies to help you manage your money better, so you can acheive your life goals.

CONTACT DETAILS

Q & A WEALTH
Marcel DeLeon
Financial Adviser
Phone: 0408 845 021

TRADING HOURS
Monday - Friday
9:00am - 5:00pm

ABN: 59 435 007 820

‘The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate seek professional advice from a financial adviser’

CONTACT DETAILS

Q & A WEALTH
Marcel DeLeon
Financial Adviser
Phone: 0408 845 021

TRADING HOURS
Monday – Friday
9:00am – 5:00pm

ABN: 59 435 007 820