Financial Planning
Here at Nu-Age Financial Planning, we’re all about finding new and innovative ways to create a better financial future for you and your family. Our approach to planning for your financial future is a holistic one – that is, we look at all facets of your financial life and provide guidance on ensuring it is structured in the best way possible to meet your goals for the future.
Our team of suitably qualified planners can provide you with the following specialist services:
Property investment strategies
This can include creating a property investment plan that can provide you with an income as well as potential capital growth for the future.
Managed funds and shares
By investing in a managed fund, you could benefit from the combined growth of Australia’s top performing investment funds. The stock market could also provide an avenue for future financial prosperity and we can provide you with guidance on making timely share purchases for medium to long-term gains.
Superannuation
Self Managed Super Funds are becoming very popular in Australia as they provide people from all walks of life with the opportunity to take control of how their super funds are managed and invested. We can assist you to establish your Self Managed Super Fund and provide you with the assistance you need to take the next step into property investment – including commercial and residential opportunities – as well as other super investment strategies.
Insurances
Having appropriate levels of life insurance, income protection insurance and total and permanent disability insurance in place are critical. It’s not a pleasant thought, but in life things don’t always go as planned and we can assist you to ensure you have the right levels of cover in place so that if something does happen, you and your family are protected financially.
Documents
This website is published by Guy Savage and Nu Age Financial Planning Pty Ltd. Guy Savage [1263677] and Nu Age Financial Planning [1268254] are authorised representatives of Sentry Advice Pty Ltd (ABN 77 103 642 888), AFSL 227748. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.
Under no circumstances will any of Nu Age Financial Planning Pty Ltd, Licensee Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Guy Savage and Nu Age Financial Planning Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.