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Financial Planning

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How We
Can Help

Our financial planners can help you in the below areas:

  • Set a budget
  • Plan for retirement
  • Claim your entitlements
  • Get insured and keep it safe
  • Become wealthier, on the right terms
  • Get your debt under control
  • Setup and operate SMSF
  • Plan for what happens when you die

helping you in the Pros and cons

Factors

How can we help you today?

Ask a question and we will get back to you shortly.

Who we are

Planning Ideas Pty Limited (ABN 68 618 940 533 ) is a Corporate Authorised Representative (No. 1254987) of Alliance Wealth Pty Ltd, ABN 93 161 647 007 | AFSL No. 449221. 

Panbo Ye is an Authorised Representative (No. 1254988) of Alliance Wealth Pty Ltd. He has only one goal, i.e to improve your position.

financial planner vs fund manager

  • Investment management is about managing money. Financial advice is about managing people with money. It has a large component of dealing with the “interior” of money — an investors frame of reference, and the common errors made by investors based on emotional decisions.
  • Investment management is about measuring portfolio performance by comparing returns to benchmarks. Financial advice is about delivering outcomes regardless of performance.
  • Investment management is about taking as much risk as you can tolerate. Financial advice is about only taking the risk you need to take to live the life you want to live.
  • Investment management is about maximising. Financial advice is about optimising.
  • Investment management provides cash when needed and if it’s available. Financial advice is about planning so that you can spend consciously and worry-free.

Did you know ...

  • Finanical planners are NOT the same with fund managers.
  • Financial planners help you achieve goals.
  • Fund managers do buy and sell
  • Investment is only a small portion of financial planning
  • You can …

“not to plan is plan to fail."

— Isaac Asimov.​

plan of action

know your Goals

Do NOT trap yourself into selecting the best solution as there is no such thing. Each option is double edge sword and there are pros and cons. It is important to know your goals before discovering solutions with us. What your goals? Tips: pay less tax and earn more wealth are NOT goals, they are habits. 

01

Plan

Think about your goals and what you really need.  

02

Action

Stick to your plan but don’t be stubbon. Do it right.

03

Review

Review your plan, review the situation and adjust them accordingly.

you are not alone

our professional services Include:

Why choose us?

  • Fixed Fee Pricing
  • Tailored Plans
  • Your Best Interest
  • Local to You
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We offer full accounting services including bookkeeping; tax planning and advisory; company financials; SMSF administration and more.
Accounting
Our internal financial planners put your best interest at their heart. They are doing only one job - make you into a better position while achieve your goals.
Wealth
Our mortgage brokers are good negociators who find the best deals on the market for you. They work with your accountants and planners closely.
Mortgage
Insurance plays a vital rule in your life. It provides certainties and help in the times you needed the most. Insurances can have strategies attached 😉
Insurance

+612 8318 1545
gain@taxideas.com.au

Call us today to make an appointment at your local office