House & Land Packages Sydney - Landen Property Group

Financial Planning

Whether you’re looking to create, grow, or protect your wealth; we’re here to support you at every step of the way. Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals. The first step is to make sure you have access to the right advice.

We recognize that property is not the only investment vehicle to achieve success. Through identifying your goals and objectives we select the right investment vehicles for your specific circumstances. We aim to ensure that we provide support across the entire financial spectrum.

As our Planning Team maintains their own AFSL, (Landen AFSL Group AFSL 331535) this allows us to provide a broad range of products and services across a wide variety of brands. We actively seek to provide the most suitable outcomes with industry leading providers.

Mapping your
financial future

We follow a 6-step process aimed at ensuring we understand your big picture, your personal and financial circumstances. We gather the required information and review and analyze your current course and potential alternatives. We then draw investment opportunities, internal and external, to develop and recommend a plan to help achieve your financial goals. We not only implement your plan, but work with you to execute, manage, evaluate, and refine it over the long term.

Build, Invest, Grow. The first step is to make sure you have access to the right advice. Our team possesses the right skills, knowledge, and dedication to help you set plans in place and go further. Our planning team is supported by our broader group of Lending, Property, Building, Funds Management and Accounting Services. It is a coordinated process of collaboration managed through a central point of contact. Transform your tomorrow.

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Discovery

Identify & prioritise
your financial goals

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Data Gathering

Collect fact & figures based on your current situation

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Analyse

Input data, run calculations & identify shortfalls

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Recommend

Propose one or more strategies designed to satisfy your goals

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Implement

Choose a financial strategy and implement

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Periodic Review

Review regularly to measure success and make adjustments

Our services include:

  • Cashflow and Debt Management
  • Investment advice
  • Insurance Advice
  • Asset protection
  • Tax and accounting strategies
  • SMSF set up and management support
  • Finance brokering
  • Retirement and Estate Planning

Enquire Now

Contact us today to transform your tomorrow. Call 1300 526 336 or fill out the form below and we will be in touch.

Planning advice provided by Landen Financial Planning ABN 22 648 133 920 | CAR 1286487 of Landen AFSL Group | AFSL 331535