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