Our Financial Advisors

Our reputation has been built on the delivery of exceptional value and personalised client care.

range of clients including middle to high income earners, families, business owners, senior executives and self-funded retirees.

needs and ensure you are heading in the right direction

CaringFor YourFinancial

Future

FINANCIAL PLANNING

Our Financial Advisors

Our reputation has been built on the delivery of exceptional value and personalised client care.

range of clients including middle to high income earners, families, business owners, senior executives and self-funded retirees.

needs and ensure you are heading in the right direction

CaringFor YourFinancial

Future

FINANCIAL PLANNING

FinCare Services The FinCare Planning team works together to provide you

needs. We also work closely with the accounting team at

advisory service.

Key areas of support include:

• Share portfolio and investment advice • Planning for retirement• Superannuation • Self-Managed Superfunds • Tax Reduction strategies • Personal Insurance

and business services.

Why Choose Us? At FinCare Planning, our aim is to help you achieve

We offer innovative ideas aimed towards building your wealth and achieving your personal and

situation. We’ll then provide a comprehensive plan that is easy to follow and understand.

Quality service:and have an honest conversation on how we can help you achieve these goals.

Quality advice:plan that is appropriate for you or your business circumstances.

Quality outcomes:

An affordable price:planning advice should be so costly that it is not affordable for most. So we ensure that everyone has

an affordable price.

Planning Made Easy We work with a wide range of clients from middle to high income earners, families, business owners and self-funded retirees.

and ensure you are heading in the right direction to achieve

We simplify the planning process for you in 5 steps:

There is no charge for your initial meeting with us. Our

what you can expect and the options available to pay for the services you require.

advisory service.

• • • • • •

Understand your personal circumstances

Design a tailored strategy

Produce and present a statement of advice

Implement the recommendations

Work with you to continually review and revise

FinCare Services The FinCare Planning team works together to provide you

needs. We also work closely with the accounting team at

advisory service.

Key areas of support include:

• Share portfolio and investment advice • Planning for retirement• Superannuation • Self-Managed Superfunds • Tax Reduction strategies • Personal Insurance

and business services.

Why Choose Us? At FinCare Planning, our aim is to help you achieve

We offer innovative ideas aimed towards building your wealth and achieving your personal and

situation. We’ll then provide a comprehensive plan that is easy to follow and understand.

Quality service:and have an honest conversation on how we can help you achieve these goals.

Quality advice:plan that is appropriate for you or your business circumstances.

Quality outcomes:

An affordable price:planning advice should be so costly that it is not affordable for most. So we ensure that everyone has

an affordable price.

Contact Us TodaySutherland

Phone: 02 9542 4655

Suite 5A (First Floor), 49-51 Eton St,Sutherland, NSW, 2232PO BOX 507, Sutherland, NSW, 1499

Wollongong Phone: 02 4243 1172

“Aura”, Suite 1, 22-26 Flinders St,Wollongong, NSW, 2500

This is general advice only and does not take into account your

Before making any decision based on this document, you should

Information is current at the date of issue and may change.

FinCare Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 / AFSL 246934.