Stephen & Partners Wealth Management
Financial Planning, Superannuation, Business Insurance
Most successful people have one thing in common - they have a plan that clearly defines their personal vision and the strategies to achieve it. Your financial plan will take into account your current situation, where you want to be in the future and how you're going to get there.
This plan is created during our five-stage 'how we work with you' process and typically covers:
* Helping you and your family become financially organised
* Setting up a cash flow system to manage your money effectively
* Building your wealth
* Reducing your mortgage and other debts
* Tax management Ensuring that illness, disability or death does not destroy what you have worked so hard to build up
* Protecting your income and assets from 'creditors and predators'
* Preparing your affairs for a time when you are no longer able to manage them as a result of death or serious disability.
, Cash Flow Management
, Debt Reduction
, Financial Planning
, Income Protection
, Investment Managers
, Life Insurance
, Managed Funds
, Tax Minimisation
, Wealth Management