OUR ADVICE IS DEDICATED TO THE WELL BEING OF OUR CLIENTS!

FINANCIAL SERVICES

A full range of financial planning services to serve in your best interest and achieve your financial goal

Life Insurance

There are certain events in life that are beyond your control no matter how careful you are. We are here to to address your insurance needs.

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Investment Planning

Investment Planning

Invest with a strategy and as per risk profile to achieve your financial goals. We help to build efficient, diversified, cost effective and tax effective investment portfolio.

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Estate Planning

A careful use of trusts and professional advice can protect your wealth and your family. Let us help you and facilitate in your estate planning advice needs.

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Retirement Planning

Plan ahead to balance the life you are living now and want to live in retirement. Let us help you to plan a enjoyable retired life with a peace of mind.

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Financial Planning

Financial planning and advice are needed in every stage of life. We partner to create value for you to maximise your wealth whilst minimising tax legally.

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WHY CHOOSE US

We help you in attaining your financial planning advice goals.

Every life stage

We look after individual, couples, families and retirees to guide through in financial well being.

TRUSTED

We design strategies to serve your best interest as we don’t work for any particular institution

Industry Expert

Our adviser is qualified, experienced in financial planning and licensed under ASIC.

About Us

Concurrence financial planning is a team of specialised licensed boutique financial adviser passionate about helping clients to achieve their financial goals.

In an increasingly competitive world, we believe it’s the quality of financial advice that gives you the edge. Advice to open up new doors, techniques that solve problems, and provide insight that simply makes sense of it!

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WHY FINANCIAL ADVISE MATTERS

Some Key Issues

  • The majority of Australian lack in the budget.
  • Insufficient saving compared to past decades.
  • Inadequate retirement savings
  • Pension crises as retirement age increases from 65 to 70 yrs
  • Reduction in Centrelink benefits
  • Increase taxes
  • Depreciation of Australian dollar

These key financial planning issues in some way effecting on most of Australian’s lives and making financial planning advice imminent to address these challenges in an appropriate manner.

As we move forward the need has never been greater. Statistics showing Australians are living longer and much has been written about the looming retirement and crises in the nation.

Financial planning is all about working systematically and prioritising goals, appraising and identifying resources, tracking down the most suitable products and providers, and regularly reviewing the progress to keep the financial plan on track.

LATEST INSIGHT NEWS

Keep yourself updated with our latest financial industry news and tips

Diversification- a strategy to risk reduction

Diversification is the concept is widely understood with the famous proverb “Don’t put all your...

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5 Tricks to change spending habits

Many complaints about breaking budget and extravagant spending habits before reaching the end of...

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5 tips on estate planning

Many of the Australian might aware the importance of Estate Planning, the simplest estate...

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WHAT OUR CLIENTS SAY

OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!