(03) 5986 8280

Planning for the Future

Cape Schanck Boardwalk at Mornington Peninsula VIC.

There is an old saying that “Those who fail to plan, plan to fail’, which I believe is very true. That everyone, regardless of your age, benefits from seeking the advice and guidance of a caring financial planner.

Whether you are single and would like to make the most of a good job to save for a house, a young family wanting to build up some assets or someone planning their imminent retirement, I believe that everyone can benefit from good financial planning advice.

Against that, a lot of people think they either have to have a lot of money to justify a financial planner being involved or that they will need to pay expensive fees to take advantage of financial planning help.

While that might be the case with other financial planners, it is not the case with Osmonds Accountants and Financial Planning.

Regardless of your financial position, I can put together cost effective strategies, that will help you take control of your finances, and for most of our clients this means no out of pocket expenses.

For those entering or thinking about retirement, Howard Osmond Financial Services can ensure your finances are structured to take full advantage of any Government services you may be entitled to, ensure you pay no or minimal taxation through retirement and that you generate a regular income stream to ensure you always know how the bills will be paid.

So regardless of where you are in life, you should have a clear set of financial goals that you are working towards. Whether that is building a nest egg, accumulating assets and wealth or just planning to be able to enjoy your retirement, I can help you achieve those goals faster.

Did you know you can get $1000 cash back from meeting with us?

We understand that it can be difficult to find the time to meet with a financial planner. To help you find the time, we are offering for a limited time only, a $1000 cash back offer for new financial planning clients. Contact us today to find out more.

(03) 5986 8280