What is Plan BE?
In 20 years, where do you want to BE?
The main goal of a wealth plan is to optimally structure your wealth in order to grow, preserve, and build it.
A wealth plan may involve a combination of will planning, succession planning, estate planning, and tax planning.
Organise a consultation with an experienced accountant…
Request a call
Or call us (03) 9589 5488
How is my Plan BE created?
1. Understand your needs
BE Wise
BE Wise
The importance of a strong client-partner relationship cannot be overlooked. Our initial consultations set the tone for the entire plan, and without understanding your goals, we cannot create a fruitful plan.
Goals include:
- Protecting wealth
- Planning for a good retirement
- Protecting estates
- Minimising tax
The foundation of a realistic and effective wealth management plan begins with clear and achievable goals. This is an incredibly important step in your Plan BE.
2. Strategise
BE Advised
BE Advised
Complete transparency behind our guidance further solidifies trust and ensures you know the intended outcome of everything we advise. We make recommendations based solely on your current situation and future goals.
We also assess and address challenges, risks, and threats, many of which are constantly changing and present themselves at various stages of your life.
Proactive planning and implementation follows the strategy creation.
3. Analyse
BE Transparent
BE Transparent
Ongoing analysis helps us make smarter decisions that offer the most benefits for you and your family. Your retirement income strategy can change as your priorities do.
We document progress to ensure your plan is fulfilling initial goals and needs that we set together in step one.
4. Benefit
BE Wealthy
BE Wealthy
With the confidence of a professional financial plan, you can continue along life’s path knowing your wealth is being optimally managed and developed.
Prosperity begins with a thorough and accurate wealth strategy, planned, executed, and managed by the expert team at Bruce Edmunds.
Good financial planning eases the stress and confusion that often surrounds finance and wealth. If Plan A isn’t working for you, is it time you considered Plan BE?
WHERE DO YOU WANT TO BE
IN 20 YEARS?
Find out how Bruce Edmunds & Associates can take you there.