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Introducing The Freedom Plan
Why take a piece when you can have the whole pie?
So you’ve found it. The good stuff. Dessert. The crème de la crème of long-term potential wealth creation.
Welcome to The Freedom Plan.
Put simply, The Freedom Plan is a personalised travel map for long-term wealth creation.
It has it all.
From quick fix credit card strategies to mortgage plans. Investments, leasing, insurance, life protection, superannuation, even share market analysis for those of us looking to diversify our portfolio. You name it, it’s got it. All in one easy-to-read personalised solutions-based guide.
The Freedom Plan is so much more than a blueprint toward your financial legacy. Selector clients work one-on-one with our wealth guides who, by the way, are not afraid to get down and dirty and negotiate the best deals on your behalf.
As the name suggests, The Freedom Plan doesn’t take to rules. In fact, its holistic process allows are wealth guides to provide you with the latest, up-to-date financial resources.
In saying that, there are of course a number of staples to this Wealth Creation Travel Map. Let’s meet a few, shall we?
Do you know exactly where you stand in terms of property prospects? The Freedom Plan explores your maximum buying capacity, complete costs involved in purchasing, as well as future equity projections.
Our property finance professionals re-evaluate your mortgage options and provide insight to competitive rates in the market. The plan leads your financial goals into the future. If your aim is to buy multiple properties within a ten-year timeframe, The Freedom Plan will light a path for this to happen.
It’s important to have an investment strategy that fits in line with your personal situation and appetite for risk.
The investment market is vast. Our professionals can directly specify the exact types of investments that suit your ambitions and all the details related to them, including how much you need to invest and what to expect in return.
Your most important asset is your ability to earn an income. If this is hindered, so is your entire finance strategy.
We understand the necessity of security and just-in-case procedures. So as part of The Freedom Plan, we evaluate your existing insurance policies and compare them to what is currently available.
We then formulate a comprehensive analysis of options directly suited to your individual situation, including explanations of why the policies are suited and what they cover.
As a significant source of income on retirement, it’s essential that your super is working for you. The first step is to summarise your current funds. This includes; fees, returns, balance, who your advisor is and how much commission they are receiving.
We will then suggest and help consolidate all your accounts into a recommended fund, with an asset allocation based on your risk profile and potential strategies. This will not only reduce fees, but more importantly, it will ensure your bank balance is where it deserves to be come retirement.
The Freedom Plan, in its document form, consists of all the above information collaborated in a concise, complete format for your own use.
Enhanced by personalised graphs, specific guidelines and accurate timelines, this document will continue to play a significant part in your financial future, long after the initial investment has paid off.