Foundation Financial Advice provides personalised financial advice and strategies to help individuals smoothly transition into retirement or retire in style. Their services focus on maximizing Centrelink benefits, minimizing taxes, and balancing asset protection and growth. They offer tailored investment strategies, assistance with Limited Recourse Borrowing Arrangements, intergenerational wealth planning, and advice on SMSFs and industry funds. With a commitment to providing honest and professional advice, they aim to help clients achieve their financial goals efficiently.
With a team of experienced professionals, Foundation Financial Advice offers comprehensive financial planning services to ensure clients’ financial security pre and post-retirement. They specialize in estate planning, insurance suitability, debt structuring, and asset growth strategies. Whether it’s designing a diversified investment plan or protecting business interests, the firm focuses on delivering practical solutions that align with clients’ individual needs and objectives.
As an independent firm not owned by banks or financial product providers, Foundation Financial Advice prioritizes clients’ best interests. Their approach involves demystifying complex financial concepts, such as Defined Benefit superannuation and risk protection through insurance. By offering expert guidance on managing good and bad debt, optimizing tax reduction, and maximizing asset growth, the firm aims to empower individuals to make informed financial decisions and secure their financial future.