Financial Planning

Proacct Financial Planning is a holistic process that covers various aspects of a client’s financial life. Through face to face meetings we work with you to truly gain an understanding of your short and long-term objectives as well as your lifestyle needs.

Through this understanding, we create a road map designed to help you achieve your goals. We assist and guide you throughout the process, explaining potential risks we may encounter and ways to mitigate them. Achieving peace of mind for you is our priority.

We offer a range of services designed to benefit you, including:

Aged Care Planning

Secure your future with Proacct. We assist you in planning for your retirement and work with you while we assess your financial options. We can also provide government pension assessments and evaluate retirement villages, guiding you through the process in order to achieve tranquillity.

Superannuation

With constant changes to superannuation happening every year, we can provide the most up-to-date information and how you can take advantage of it. Our experts will walk you through the options, discussing potential tax benefits and insurances that can be made available to you.

Investment Strategies

Being a financial advisory firm allows us to recommend the funds that are most appropriate to your needs. Our managed funds offer flexibility, with a wide range of asset classes available to you. We work in conjunction with you to choose the funds that reflect your investment risk appetite and coincide with your goals.

Self-Managed Superannuation Funds

We can assist clients in gaining an understanding as to what a Self-Managed Superannuation Fund is and if it suits you. By working with you, we can develop key strategies and provide our expert advice as to how you can secure your super and your retirement.

Budgeting and Cash Flows

Assisting families or individuals to their financial goals is essential. Through an initial consultation and understanding your goals, we recommend actions and introduce a budgeting tool that will help you achieve the objectives you desire.

Proacct Insight

Tax time is upon us for another year. If you need advice on how to manage your personal or business tax, or wanting to ask if you are compliant with the ATO’s regulations, you can contact us here.

Mario Malavisi
Director of Taxation