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The planner for when family comes first.  At Clock Tower we specialise in protecting your wealth and helping you to pass on the fullest amount possible to those you love.

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Investments

Estate Planning

Debt Management

Retirement Planning 

Whatever your objective or your need, we can tailor our advice to help you achieve your goals.

ClockTower | Other services

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Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. At ClockTower Financial Planning we help to make navigating aged care easier for you and your family. The financial issues of aged care are complex and you need to obtain an accurate understanding of the facts as they apply to you and your unique needs. Just getting a basic understanding of what forms to complete, when to complete them and where to send them can be a difficult path the navigate. The best financial strategies and options will depend on your specific circumstances, objectives and situation.

Aged care

Self-managed super funds (SMSFs) are a way of saving for retirement. SMSFs are one of the fastest growing sectors of the Australian super industry. SMSFs give people full control of their own super fund, including all the legal and tax responsibilities associated with doing this.

SMSF

ADVICE BENEFITS

OTHER SERVICES

During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.

The personal financial advice process will start with us getting to know each other

Initial meeting

Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.

Ensuring we understand the whole picture

Fact Find

After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.

Presenting you with your tailored plan

Plan presentation

The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.

Implementation - where it all comes together

Implementation

It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.

OTHER SERVICES

Greg Ryan

Greg Ryan