HOME LOANS & FINANCE:
- Review current loans, and confirm if there are any better deals out there, to save you interest & time
- Show you ways for how you can pay your home loan off sooner
- How to structure your home loans to minimise risk on the family home
SUPERANNUATION OR SELF MANAGED SUPER (SMSF)
- Conduct a lost super search to help you track down your lost retirement savings
- Compare different superannuation funds to help grow your retirement savings
- Show you how you can take control over your super through a SMSF
LIFE INSURANCE & RISK MITIGATION
- Compare your current life insurances and help find a better deal
- If you don’t have adequate cover, we’ll show how we can provide you the right strategy & vehicle to pay for your life insurances (through Super)
- How to protect your family assets if something was to happen to you
- Direct Equities
- Managed Discretionary accounts
- Multi Managed portfolios
- Managed Funds
- Direct Property
- Term Deposits
What is the process
What is the objective or goal?
Obtain your overall goals and objectives you are trying to achieve. Finance, Superannuation, Investment or Risk Mitigation.
Position of your Assets,
Liabilities & Cash flow
Collect relevant information to assist with your review process. Finance Snap shot, superannuation statements and some personal information.
Review Overall Financial Position
Vogue Team to complete the initial
research to confirm what can be possible
to achieve your financial goals.
Summary Provided with RecommendationsShort summary provided, outlining your current position vs what could be possible to save money or assist in building your retirement savings.
If applicable, implement new strategy to help with overall goals & objectives
If you are happy with our proposal, we
implement the required services and strategies.