Professionals, Executives & Business Owners
Strategic Financial Advice for Professionals, Executives & Business Owners.
Are you looking to improve your financial situation and secure your future? At Empire Financial Group, we believe that a personalised strategy and disciplined approach are the keys to achieving financial security and goals. Our financial planning services are suitable for anyone who wants to build a better financial future, regardless of their income level.
We understand that everyone’s situation is unique. That’s why we tailor our strategies to your specific needs. Before developing your strategy, our Empire Financial Group team considers factors such as your income, budget, available funds, risk tolerance, tax position, and financial goals.
Our Financial Planning Process.
Much of our client’s success relates to using the specialties of each team member and following our financial planning process.
Assess your current situation regarding your financial position, income, and family. We’ll ask about your financial goals and help you set them.
Use our detailed modelling to chart a course for your financial future.
Present a strategy for how we can improve your financial future and achieve your goals.
Stick with you along the journey, providing regular ongoing advice and support.
Once we identify your financial objectives, our Empire Financial Group team will create a comprehensive financial model that considers all your cash flows. We help you:
- Pay off debts
- Save for education, holidays, and retirement
- Invest in new assets
- Reduce unnecessary taxes
While our advice may not always involve specific investment or product recommendations, we can offer guidance on various financial aspects, such as:
- Superannuation, including GESB and Self Managed Super Funds
- Companies and Trusts
- Shares and Managed Funds
- Investment Properties
- Wills and Enduring Powers of Attorney