No Cost Financial Health Check
During this meeting we will explore where you are now, what you want to achieve and if you are on track for your financial goals. We will also explore any options you have to improve your situation. It is also a chance for us to get to know each other to see if there is value in working together. At the end of this meeting we will agree what services would improve your situation (if any) and you will be given an upfront quote before committing to proceed any further. At worst you will leave the meeting understanding if you are on track for your retirement and you will be given some ideas on what you could improve upon.
QLD Health Salary Packaging Set up/Review
Set up your salary packaging, face to face, with an experienced adviser who will assure you get the best possible tax benefit and help you with the paperwork. We will make sure that you understand what is going to happen to your money and that it will not leave you with a bill for HELP/HECS or child support. If you are looking to buy a car, this also includes advice as to if a Novated Lease is right for you and what the exact effects on your pay will be (with no commissions payable to GPA Financial Planning). This service is also available to those who already have salary packaging set up but would like it reviewed to make sure they are getting the best tax benefit possible. Find out more about Salary Packaging here: What is Salary Packaging