Right Fit Financial Advisors

Right Fit Financial Advisors
Right Fit Financial Advisors
Financial Services-SOUTHPORT, QLD
Financial Services-Southport, QLD
Our commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. A financial plan must reflect the stage of life..
Suite 31111, Tower 3, Southport Central, 5 Lawson St, Southport, Qld, 4215.
Suite 31111, Tower 3, Southport Central, 5 Lawson ..
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Our commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, facing career issues or planning for retirement. A plan must reflect its owner's personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. At Right Fit Financial Advisors we believe personalized service is essential to match clients with the right financial products and services.

Our commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, facing career issues or planning for retirement. A plan must reflect its owner's personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

Our Tailored Plan involves:

•Strategy: We will work out the best investment and insurance strategy for you at this stage of life.

•Implementation: We will then carry out the best implementation of that strategy once we've agreed to it.

•Service: We will provide education and information through newsletters and targeted mailouts. We keep an eye on financial and related economic affairs and will contact you if there will be any significant impact.

• Review: Markets change, personal situations change; it's important that your strategy is reassessed regularly to achieve the best outcome for you.

If you need advice, have questions about your plan or need information on any specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.

 

Terence O'Sullivan

As a financial planner I can help you make the right choices regarding your financial future. Through careful analysis of your current circumstances and future goals, I can assist you in tailoring strategies to ensure your financial plan is right for you - now and in the future.

Advice I specialise in:
• Investment strategies  • Retirement planning  • Superannuation including SMSF  • Estate planning  •Transition to Retirement  • Debt management  • Aged Care  • Making the most of Centrelink entitlements.

General advice I provide:
• Tax planning   • Wealth management and protection  • Small business advice  • Salary packaging  • Banking solutions  • Succession planning

Qualifications: 
• Master of Business Administration  • Bachelor of Commerce  •Advanced Diploma of Financial Services (Financial Planning)  • Diploma of Financial Services (Finance/Mortgage Broking)  • Certificate in Applied Tax 1

Memberships and Associations: 
• Justice of the Peace (Qualified)  • Member of the Tax Institute  • Member of ICSA Member of MFAA

Experience: 
• Involved in Finance industry since 1999  • AMPFP Financial Planner since 2009.

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