
Planning Solutions
Whatever your financial goal, your LookAhead Adviser will support you to reach it.
First Home Plan
Get on the ladder sooner
$350 Upfront Fee
2nd Meeting
30 Minute session
Detailed breakdown of your income
and expenses for the past year to look for trends and identify opportunities.Where are you heading if nothing changes?
Let’s get Bold- Where could you be financially if you make changes?
1st Meeting
30 Minute Discovery session
Getting crystal clear on your goals.
Let’s talk numbers - entering your initial financial details in software.
Advice will consist of:
Deposit growth strategy
Debt repayment strategy
Managing personal expenses
Indicative home loan approval amount
1st Meeting
30 Minute Discovery session
Getting crystal clear on your goals.
Let’s talk numbers- entering your initial financial details in software.
2nd Meeting
30 Minute session
Detailed breakdown of your income and expenses for the past year to look for trends and identify opportunities.
Where are you heading if nothing changes?
Let’s get Bold- Where could you be financially if you make changes?
Advice consists of:
Consumer debt repayment strategy
Optimal loan structure
Refinancing analysis
Investment property planning
Managing personal expenses
Mortgage Buster
Mortgage free faster
$500 Upfront Fee
Retirement Ready
Get retirement ready
$1,000 Upfront Fee
1st Meeting
30 Minute Discovery session
Getting crystal clear on your goals.
Let’s talk numbers- entering your initial financial details in software.
2nd Meeting
30 Minute session
Detailed breakdown of your income and expenses for the past year to look for trends and identify opportunities.
Where are you heading if nothing changes?
Let’s get Bold- Where could you be financially if you make changes?
Advice consists of:
Estimate how much you would have saved by retirement
Mortgage debt repayment strategy-optimal loan structure
The use of Investments to grow your wealth
Drawing down on your capital to fund your retirement
Downscaling your property to fund retirement
Estate and Succession planning- referral