Planning - Investment planners

Long-Term Plan

A long-term plan relates to having an end game. A place to finish our working life and start enjoying the fruits of our labour.
The average Australian will work for 45 years and hope they have saved or invested enough to retire comfortably.

We should streamline our finances, as we generally retire for 25 years. If we need $70000 per year in retirement and retire for 25 years we would require $1,750,000 to fund our retirement.

That being said, we work an average of 45 years. We need to maximise our income for debt reduction and investment strategies.

Finance Planning & Investment assist their members with a long-term plan for streamlining finances and eliminating debt whilst investing, without affecting their current lifestyle.

Let FPI asses your loan structure, superannuation, tax effectiveness and investment options in implementing your long-term plan to achieve your goals