What are your Financial Planning goals?|Concurrence FP

Welcome to Concurrence Financial Planning

Your Trusted Financial Planning Adviser for Super & SMSF, Retirement Planning, Estate Planning, Investment Planning and Insurance

Financial planning is all about working systematically out 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.

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Why Financial Planning Matters

As we move forward in 2015 the need has never been greater. The economy is in flux with greater uncertainty over the direction of the markets trends. Statistics showing Australians are living longer and much has been written about the looming retirement and crises in the nation.

Some Key Issues in financial advice

The majority of Australian adults lack in the budget.
Insufficient saving compared to past decades.
Inadequate retirement savings
Pension crises as government increase retirement age from 65 to 70 yrs
Government fiscal budget deficit widening gap
Reduction in Centrelink or welfare benefits
Increase taxes
Currency crisis due to depreciation in Australian dollar

Above 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.

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Who We Are

Concurrence financial planning is a team of specialized licensed boutique financial advisers 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 – an idea that opens up new doors, a technique that solves a problem, or an insight that simply makes sense of it!

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Our Vision

To make our clients more satisfied and prosperous through strategic financial advice to maximise wealth.

Our Mission

Helping our clients by looking after their financial affairs and provide one-on-one holistic and scaled financial advice to achieve their financial goals.

Our Expertise

We are specialised in delivering professional financial planning advice on Superannuation, SMSF planning, Retirement Planning, Estate Planning, Investments, and Insurance in a tax effective way.