Planning your children's future

As a parent, you’ll always want to provide your children the best start in life. We at Competent Professionals can guide you and make appropriate recommendations. We’ll help to make sure that you’ve considered all relevant factors, so you can end up with quality solutions that are right for your circumstances.

We can work with you to plan for a new addition to the family, education costs, a gap year, the deposit on a first home and wedding expenses. If you’re a grandparent, through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can advise you on the tax-efficient benefits of making gifts, helping when possible to ensure that you pass your wealth on to your family, rather than the taxman.

Whatever your situation, we'll help you prepare your finances so that, as they grow up, you can give your children and grandchildren all the support they need.

> New arrival
Having money available when you need it will be one less thing to think about at this special time of your life. Financially, we can help make sure you have everything in place for your new arrival.

> Saving for their future
With our combination of expertise and access to products from market leading providers, we can advise you on preparing for the big events in your children’s lives, from education costs to getting them onto the property ladder.

> Protecting their future
Whatever happens in life, we can work with you to make sure your family’s provided for. Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can help you financially safeguard your dependents by reducing the tax payable by non-tax dependents on inheritance.

> Financial Gifts
It’s not just a generous gesture; financial gifting can be a tax-efficient way to provide for your family’s future. We can work with you to find the solution that best suits your situation and goals.

:: More about our services

Competent Professionals provides quality Financial Planning services including Wealth accumulation and investment strategies, Personal and Business wealth protection and risk assessment, Superannuation and Self Managed Superannuation Fund, Retirement planning and Centrelink advice, Debt management, Succession and Estate planning, Tax minimisation, Advice for Expatriates, Corporate Superannuation advice, Salary packaging advice throughout Australia including Cabramatta, Casula, Chipping Norton, Denham Court, Hoxton Park, Preston, Glenfield, Green Valley, Ingleburn, Liverpool, Lurnea, Macquarie Links, Macquarie Fields, Minto, Moorebank, Mt Pritchard, Warwick Farm and other suburbs of Sydney, NSW

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