Financial Planning

This is the heart of what we do to ensure your comprehensive wealth goals are discovered, documented and brought to life.As part of this commitment to you, we will work together on your personal life story to ensure all avenues are explored and the best outcomes are provided.

We also provide specialist advice on:-

  • Wealth Accumulation
  • Self Managed Superannuation Funds (SMSF)
  • Life Insurance
  • Income Protection
  • Trauma Protection
  • Temporary/Permanent Disablement
  • Salary Packaging Advice
  • Pension & Allowance Maximisation
  • Retirement Planning
  • Aged Care
  • Estate Planning
  • Gearing

 

Investment Advice

We also suggest investment options we believe can contribute to your wealth accumulation and securing your financialfuture.

We provide specialist advice on :

  • Investments which are high quality and will assist to increase your wealth while you are accumulating funds for retirement.
  • Investments which are of high quality and will provide security in your retirement.
  • We aim to provide investments which return in the top 20% of returns and are secure.
‘We have been clients of Andrew Tynan Financial Planning for 8 years. The staff are always willing to go the extra mile to ensure our needs are met and we have no hesitation in recommending Andrew’s services as a financial adviser.’
M & D Doecke Name, Ferny Hills

Aged care

When looking into the financial elements associated with planning for aged care for your self or loved ones there is a lot of information out there which can be confusing. As aged care specialists, we will answer your questions and look at your unique situation and advise you on your options.

We specialise in Residential Age Care Finance which includes the following:

  • If a RAD is required there are several options – what is the best option to fund this RAD.
  • If no RAD is required – what is the best option to fund the daily accommodation payment
  • What is the best option to fund the daily care fee and/or the Income tested fee

A free booklet is available ‘A free guide to Aged Care Finance’. Request your free copy by calling us on (07) 3229 0023 or filling in the request form.

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