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Financial PlanningFinancial Planning through David Wilkins and his team is an extremely valuable exercise that sees all your assets and opportunities coordinated in the way that is most likely to achieve the objectives you have. Many people, and even some financial planners, overlook assets and opportunities that might otherwise have been improved, better managed, better structured and better utilised in concert with other assets. But by identifying and managing these assets and opportunities, David’s team reduce risk and increase the likelihood of safe and sustainable gains. Obviously, David’s primary focus is on increasing your wealth, but other vital factors include Tax Planning, Personal Insurances, Estate Planning, Superannuation Strategies and more. David is particularly adept at balancing objectives... like minimising taxes while maximising earnings. David’s team can also help you with wealth generation for retirement. Statistics show that around 77% of professionals end up needing government financial assistance in retirement. Most are shocked to find they have not invested enough to live the lifestyle they want. David Wilkins has helped hundreds of clients achieve the level of prosperity they will need to retire free of financial worries. Importantly, clients of David’s team are not prescribed any get rich quick schemes. In the current financial crisis, clients of David’s team have fared much better than most, because they were not steered into mismanaged funds or high-risk ventures. David’s team have a refreshing approach to financial planning and tailors a plan for every single client that is unique and easy to follow. After an initial meeting to establish your goals and some fundamental factors you will see how knowing the right questions and answers can make the difference between a successful financial future and one full of uncertainties. That first One Hour Consultation is FREE. Find out more about some of the specifics of financial planning through ABN Amro Morgans Springwood and David Wilkins’ team of advisors... Salary Packaging Free Offer Phone: (07) 3808 7588 ABN AMRO Morgans Limited A.B.N. 49 010 669 726 AFSL 235410A Participant of ASX Group A Principal Member of the Financial Planning Association |