Sheffield Financial Group

Too often we see people: - Who don’t know how or have a plan to buy their family home - Are living comfortably but have no asset to show for it - Who don’t know how to replace their income by retirement - Who don’t know when they can retire - Have not prepared their finances for future expenses like buying a car or paying school fees - Do not have a risk mitigation plan in place to protect them and their family if their income stopped - Are not sure how their Superannuation is preforming or the fees they are paying compared to their competitors - Have no plan in place after they pass away, allowing the government to decide how their assets are divided You shouldn’t need to be wealthy to get great financial planning advice. Our team, processes, and tools have a proven track record of helping our clients grow their wealth and achieve better financial life’s. If it is: - Short-term: Achieving your lifestyle goals, reducing debt, more holidays or buying a car. - Medium-term: Building sustainable wealth to buy a home, start a family, start a business, send your children to private school. - Long-term: Optimise your Superannuation, chose when you want to retire and chose what income you want in retirement (do not leave this too late). - Personal Protection: The foundations of any great plan is risk management, make sure you earning capacity now and into the future is protected. Do not think your covered, know you are covered. - Legacy: Why build your wealth and not plan your legacy, ensure you have the right estate plan in place so future generations can succeed. If you fail to plan, you plan to fail. Speak to our team of experts to see where value can be added to your financial situation.