Financial Advice Made for You
Time Advice helps business owners, executives and families organise their financial world and pursue their ideal life.
We do this with a combination of in-house financial advisory expertise whilst collaborating with trusted, complementary services from our own professional network.
Words from our clients
“Time Advice established our super and risk insurances and we honestly don’t know where we would be without them. They've provided invaluable expertise and support, and most importantly have given us financial peace-of-mind.”
Pat & Angie Cunningham
Sport administrators and board members of Cure for MND Foundation
“I was extremely happy with the service and level of knowledge provided. I would have no hesitation in recommending Time Advice to any colleagues or friends.”
Wholesale Mortgage Funding
“We found Time Advice to be a breath of fresh air as their advice was based on what was best for us. We were impressed by their depth and breadth of knowledge.”
With a full service financial advisory capability, we help clients in:
1. Wealth accumulation – across all asset classes including property, shares and your own business;
2. Retirement planning – both before and after you retire;
3. Wealth protection strategies – covering your personal and business risks.
Specific areas we focus on can include:
Superannuation – is a Self Managed Super Fund an appropriate way for you to boost your retirement savings? Is contributing more into super affordable and advisable for you? Is your super structured according to your investment risk profile? Are you paying a fair ongoing fee for guidance and advice on your super?
‘Non-super’ Investment advice – including asset allocation across cash, fixed interest, listed property, Australian shares and International shares. Will your investing support your lifestyle needs before and after your retirement? What are the tax implications of your investments? Are your investments appropriate to your risk appetite?
Succession planning – with a particular emphasis on insurable exits including ‘buy/sell’ and ‘key-person’ risk. What would happen to your equity in your business if you were to pass away prematurely or become totally and permanently disabled? How would your business perform if you or your partner(s) were no longer able to work in the business ? Who does the keyperson risk within your business sit with and have you covered those risks off?
Our Financial Services Process
Time Advice Pty Ltd. ABN 53 148 173 746 trading as Time Advice Financial is an authorised representative of Lifespan Financial Planning AFSL 229892.