The vision of Personalised Planning is to provide truly holistic financial planning to clients. We aim to do this directly or working in with professionals in various fields.
Additional services that can be provided directly by Personalised Planning.
Home Loan Check- Have you ever wondered if your bank has been overcharging you? We now have software that will analyse your bank statement and provide a report comparing calculated interest to actual interest charged.
Mortgage Broking- Michael Ansell is an Accredited Mortgage Consultant and can now offer residential lending solutions for clients that are seeking finance to acquire their own home, to invest, or just simply looking for a better option.
Michael will initially compare products to ensure that the 'solution' is in your best interests and you can then make an informed decision on the most appropriate lender and product for you.
For Commercial lending, including leasing and business loans Michael has referral arrangements in place with trusted providers and he will work with them to find the best option for you.
Term Deposits- Currently under consideration.
Additional Financial Services that can be facilitated through or referral network
Estate Planning- We have established relationships with solicitors to provide Wills and Powers of Attorney. We will work with the solicitor and you to identify your needs and wishesin order to ensure that the Estate structure meets your personal and legal objhectives.
Tax & Accounting- We have had a relationship with an Accountant here on the Sunshine Coast now for a number of years.
General Insurance- We have access to an accredited insurance broker who deals with Home/Contents/Motor Vehicle and all manner of business insurance options. We also have clients who work in the General Insurance industry. They would be happy to review your situation and look at comparable products.
*Bookkeeping - Is the paperwork holding you back in generating more profit for your business. We have access to a bookkeeper who can provide the following services;
< Bookkeeping & Payroll Services
< BAS & IAS preparation and Lodgement
< Debtor Management
< Budget & cashflow Management
< Business setups and office system solutions
< Financial Accounting and reporting services
* Services Brisbane Southside