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Nicholson Financial Planning

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Nicholson Financial Planning

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We provide advice in the areas listed below.

Cashflow and Savings

   * Budgeting tips and strategies
   * Savings targets
   * Appropriate cash buffers to have in place
   * Strategies to fund upcoming expenses (i.e. renovations, school fees, holidays, new car)
   * High interest cash accounts
   * Mortgage offset accounts

Direct Property Investing

   * Pros and cons of property as an investment tool
   * What to look for in a property purchase
   * Upfront costs when buying property
   * Cashflow implications of purchasing an investment property
   * Assessment of the viability of your current property assets

Finance

   * Correct structuring of homeloans and investment loans
   * Interest rates
   * How to pay off personal mortgages as quickly as possible
   * Separating personal and investment debt
   * Whether to have loans interest only or principal and interest
   * Mortgage insurance

Managed Fund Investing

   * Pros and cons of managed funds as an investment tool
   * Managed fund selection
   * Gearing and margin lending

Superannuation

   * Pros and cons of superannuation as a way to build assets for retirement
   * Salary sacrifice
   * Government co-contribution
   * Transition to retirement strategies
   * Allocated pensions

Insurance

   * Life Insurance
   * Total and permanent disability insurance
   * Income protection insurance
   * Trauma insurance
   * Strategies around where/how insurance should be held (inside/outside super)

Retirement Planning

   * Asset base required to meet retirement income goals
   * How to build assets for retirement
   * How to use your investments to fund your retirement income
   * Estate planning
   * Reverse mortgages
   * Centrelink (age pension)

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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