FINANCIAL PLANNING FOR YOUR FUTURE
Our Solutions Create Wealth.
Financial goals are different for everyone so it’s important to ask yourself “What do I want from life and how fast do I want it?”
Whilst Kennedy Cross does not have an in-house financial planning team, we work with a number of financial planners on the Central Coast to deliver a wholistic approach to managing your wealth and wellbeing.
We understand that trust is vital in the financial planning process. If you don’t already have a financial planner, we can assist with a referral to one of our trusted business associates.
- Identify – we determine where you are, where you want to be and then clearly define your lifestyle and financial goals
- Investigate – we assess your current situation, appraise opportunities and risks and begin to explore what financial options are available
- Bridge the gap – we start creating strategies designed to close the gap between your current financial situation and where you want it to be
- Implementation – we work closely with you to put your customised strategies into action
- Continuous support – we produce an ongoing service programme built to suit you and ensure that your financial plan stays on track
Financial Planning can assist with:
- Superannuation planning
- Retirement planning
- Budgeting and Cashflow strategies
- Managing Risk – including personal and business insurance.