Financial Planning
Financial Planning that Leaves Nothing to Chance
Our experts work with you to review all of your finances, ensuring you have the structures in place to cover all eventualities. We’ll help you build your investment portfolio, ensure your family and business will be looked after in the future, and that your estate will be properly managed.
Skybridge Financial holds its own Australian Financial Services License (AFSL). This means we are not owned by any bank or financial institution, and only provide investment advice that is in the best interests of our clients.
We take the time to get to know you as an individual and tailor our advice accordingly. We’ll help you formulate your financial goals, focusing on the following areas:
- Wealth Creation - Wealth creation advice includes investment, gearing and remuneration strategies. We’ll help you get a clear understanding of your investments, including your SMSF, and how you can make them work for you to build your overall wealth.
- Personal Financial Protection - What would happen to your family or business if something happened to you? Do you need life cover, income protection, total and permanent disability cover (TPD) or trauma cover? It can be a challenge to sort out, but we’re here to help. If you’re a business owner, we can also assist you with succession planning and business insurance.
- Planning for a Comfortable Retirement - Your retirement funding and income aren't limited to your superannuation fund. We’ll look at your SMSF and other assets, your investment portfolio and your tax position to help you maximise the lump sum and regular income you could achieve upon retirement.
- Estate Planning - Our Estate Planning service includes advice on the preparation of a Will, the use of Powers of Attorney, establishment of Testamentary Trusts and the selection and beneficiaries for Superannuation savings. We can help you decide how to distribute your assets in the most tax-efficient way, while ensuring your wishes are respected.
Ready to Future-Proof Your Finances?
If you need to get your affairs in order, ensure you’ll have enough money to retire comfortably, and know your loved ones will be looked after in the future, call Skybridge Financial today to book a free consultation.
Information we are required to Disclose to You
As a Tax Agent our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
- Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
- None Applicable
- The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
- If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Jason Birch – Managing Director by email at jasonb@skybridgefinancial.com.au . Your complaint will be investigated by Jason Birch. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
