My clients come to me because:

You feel financially disorganised and want to take control of your own financial future

How we can help …

  • Advice that is tailored to you individually because we take the time to understand your own personal goals and circumstances.
  • We take care of all the complicated finance issues so that you do not have to.
  • Privately-owned fee-for-service practice with no ties to product providers so we can truly act in your best interests.
  • Ongoing education and support on a wide range of financial issues.
You will receive a lump sum such as a divorce settlement, inheritance or redundancy payment and you need to use this to boost your financial security

How we can help …

  • Draw up an investment plan for these funds
  • Determine whether you should reduce your debt and/or contribute to super
  • Evaluate the impact on your retirement goals
  • Consider your estate planning needs
You are a single woman who wants to feel secure about your future

How we can help …

  • Advice provided by women who know from experience how to succeed and achieve goals
  • Support and coaching that goes beyond purely financial matters
  • Tax, investment and estate planning strategies that do not revolve around the standard family unit

It’s like dealing with a friend

I feel like I have been dealing with a friend rather than a financial adviser.

Elizabeth ~ Sydney

You are about to retire and are daunted by the tax, cash flow and pension issues involved

How we can help …

  • Evaluate your income needs in retirement and potential access to Age Pension and other benefits
  • Work out how long your capital may last and what level of income it can generate
  • Understand the benefits of converting your super from accumulation to pension phase
  • Explore the benefits of holding assets inside or outside superannuation
  • Determine how your investment strategy needs to change when you cease earning an income
You are accumulating wealth ahead of retirement and want to be smarter about tax and investment

How we can help …

  • Determine realistic retirement goals and strategies
  • Evaluate the benefits of salary sacrificing and other tax minimisation strategies
  • Explore debt reduction strategies
  • Set up investments in accordance with your own risk tolerance and time horizon​ – not using a standard model portfolio
You want to buy investment property

How we can help …

  • Understand how this will impact your cash-flow
  • Calculate the tax benefits of negative gearing
  • Structure your debt for best effect
  • Help you to avoid common property pitfalls

For more information on how
Soans Financial Advice can help you