Empire Financial Group > Strategy First Financial Planning

Strategy First Financial Planning

Fee-Only Financial Planning Services

At Empire Financial Group we believe a detailed strategy, coupled with creating good habits and disciplines is the best way to achieve financial security and goals. Financial planning is for anyone wanting to achieve the best possible financial future. Often our wealthiest clients are not the ones earning the most – rather it is those that make the most of what is available to them. Even modest income earners can find themselves incredibly secure with the right strategy and team.

Strategy First

Your situation will be different to everyone else so our strategies are completely customised. Before your Empire Financial Group team develops your strategy, we take into account your:

  • income, budget and available funds
  • tolerance to risk and fluctuating asset values
  • tax position
  • when you will need funds and the purpose

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Our financial planning process

Much of our clients’ success relates to using the specialties of each team member and following our financial planning process.

 

1. Assess

Assess your current situation regarding your financial position, income, and family. We'll ask about your financial goals and help you set them.

2. Model

Use our detailed modelling to chart a course for your financial future.

3. Strategy

Present a strategy for how we can improve your financial future and achieve your goals.

4. Support

Stick with you along the journey, providing regular ongoing advice and support.

Your financial planner Perth strategy

Once your financial objectives are identified, your Empire Financial Group team will financially model out all your available cashflows, and help find extra if required, to map out how to:

  • Pay down debts
  • Save for goals, like education, holidays, or your retirement
  • Purchase new investment assets
  • Reduce any tax you may be unnecessarily wasting, and;
  • Implement a suitable estate planning strategy.

Specialist advice

While often our advice may not lead to any specific investment or product recommendations, if required, we can advise on the best way to utilise:
  • Superannuation, including GESB and Self Managed Super Funds
  • Companies and Trusts
  • Shares
  • Managed Funds
  • Cash and Bank Deposits
  • Insurance products
and strategic advice around the suitability of:
  • Investment Properties
  • Wills and Enduring Powers of Attorney
After we have prepared your customised strategy, we will step through the detailed blueprint to help you understand the reasons behind our recommendations.

Fee-only strategic financial plans

Empire clients have peace of mind knowing they are receiving strategic advice based solely on their circumstances. Our fee-for-service model means no compensation or commissions are paid to Empire or its staff for any investment products or services clients may take up (outside of insurance).

Ongoing financial planning support

Our ongoing service packages are based on complexity and how much time you need to spend with us, not how much money we manage for you. Packages range from annual check-ins to quarterly sessions to keep you on track.

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Services that are ideal for your stage of life

GESB Advice
Superannuation and Self Managed
Super Funds (SMSF) Perth
Wills and Estate Planning

Empire Disclaimer

The information contained on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.