Protecting your assets and income

As well as helping you to make your money go further, we at Competent Professionals can help you protect your income and assets from unexpected events, such as inability to work through serious ill health or injury, and erosion from tax and inflation.

Our holistic approach to financial planning covers many areas of advice. We can offer you income and asset protection solutions, techniques to maximise your investment opportunities and tax efficient ways of managing your money.

> Protecting against external factors
It's a good feeling, knowing that you're building up a savings reserve. But there's a chance you may be able to do more with it. We will work with you to ensure your savings are in the right place. Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can check that you're taking advantage of applicable tax breaks. And if you're just starting out, we can create a tailor-made plan to suit your situation and goals.

After all, it really does pay to keep a close eye on your savings. Inflation rises can have a significant impact on rates of return, and potentially beneficial changes to tax allowances can go unused.

Once you're on track, we can help make sure your savings continue to head in the right direction.

> Protecting against the unexpected
When you're used to a certain standard of living, it's reassuring to know there are ways of maintaining it, should you become unable to work because of a health reason. At Competent Professionals we can create a solution that's tailor-made for you.

We can also make sure that your assets remain the work of a lifetime, and are not eroded by the taxman. Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can advise on asset protection and recommend tax-efficient investment/saving plans.

So you're equipped for life's fresh challenges.

> Financial Gifts
It pays to be generous with tax efficient family gifts. We at Competent Professionals have the expertise to advise you on financial gifting and on other tax efficient ways to provide for your children and grandchildren's futures.

When you've worked hard to look after your family, you want to be sure you can pass your assets on to them, and not to the taxman. Many such gifts can also ve given without effecting your social security entitlement (within the annual gift allowance limit).

We can help you find the solution that best suits your circumstances.

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A&A Financial Planning 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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