Financial Planning Newcastle

Tailored Financial
Planners in Newcastle

The Garis Group offers a full Financial Planning service in partnership with Politis Investment Strategies who operate under their own Financial Service License.

Quality Financial Planning advice ensures that our clients benefit from a personalized solution that will assist in achieving financial goals.

Over the years the demand for a Financial Planning service has continued to grow. Our partnership with Politis Investment Strategies is based on integrity and outstanding service standards.

The Garis Group offers a full Financial Planning service in partnership with Politis Investment Strategies

When you need to make decisions regarding investment s or retirement planning including Self Managed Superannuation Funds, we can provide a solution that looks at all areas of your financial life to help you create and sustain wealth.

What is Financial Planning?

Financial planning is a professional service that can help you to organise your financial affairs – whether that means investments, assets, or liabilities – to achieve your goals, both in the short and long term. As financial planners Newcastle trust, we can help assist you from services with our financial planning licensees; Politis Investment Strategies.

  • Manage your investments in line with your risk appetite and goals
  • Arrange your income and assets to reduce tax liable
  • Ensure that you are comfortable in your retirement

Financial planning is for individuals, families, and businesses, and no two financial planning services are ever the same: each financial plan is tailored to your needs, taking into consideration your unique circumstances and designed to hit your short, medium, and long term targets.

Why you should enlist the help of a financial planner

CREATE YOUR LIFE PLAN TILE

Create Your Life Plan

Achieving ULTIMATE financial freedom is our key performance indicator (KPI) for our clients. Helping you to understand what your ‘freedom gap’ is, through our unique Life Plan process may change the course of your life!

INVEST IN SUITABLE PROPERTY

Invest in Suitable Property

Did you know you can purchase property with your super fund? With an SMSF you can own residential or commercial property, which can be a wise investment. Not only that, recent changes in legislation now allow your super fund to borrow money for real estate investment, whether that’s in Newcastle, the Hunter Valley, Sydney or further afield. There are significant legal requirements for borrowing within a super fund, so talk to us about how to do this.

IMPLEMENT YOUR WEALTH GROWTH STRATEGY

Implement Your Wealth Growth Strategy

A superannuation investment strategy is both a legal requirement, and a great way to ensure your best possible financial future. Having an SMSF gives you control over where and how you invest for your future, and we want to help you get it right.

ADMINISTRATION & AUDIT INCLUDED

Administration and Audit Included

Any superannuation fund comes with a large amount of paperwork and due diligence required. We at The Garis Group are SMSF specialists, providing a comprehensive SMSF accounting, administration and investment service.

What are the Benefits of Financial Planning?

Financial planning is a vital service for individuals and businesses who want to make their money go furthest. Without an in-depth knowledge of financial regulations and products, it’s impossible to know what your options are and how exactly you can make your money work for you.

Consulting a professional financial planner is the simplest way to know that your financial affairs are structured to meet the needs of yourself and your family, both today and in the future. Having a financial plan in place is essential for families’ future, and a financial plan can ensure that your family are taken care of during illness or disability, as well as after you pass.

Financial planning can also help you to build your wealth in preparation for retirement. The team of expert advisors at Politis Investment Strategies can help you to make sensible investment decisions that maximise returns while ensuring that, when you hit your target retirement age, you have access to cash as and when you need it.

Financial planning can also help you to diversify your portfolio, garnering multiple streams of income as well as greater resilience even when the markets struggle. A financial planner can offer advice and guidance on property investing, including how to maximise your ROI and how to structure your income and assets to minimise tax.

Consulting a financial planner can help you to get your affairs in order, as well as clarifying your financial goals in your own mind. Many people find that, after making a clear financial plan, they feel more motivated than ever to work hard and meet their financial goals.

Frequently Asked Questions

Do I need a financial plan?

If you have savings or assets and you want to plan for the future of yourself and your family, the answer to this question is yes. A financial plan can help you realise your goals, whatever they are.

Do I have to invest in the stock market?

You can always invest your money in a way that matches your risk appetite. If you’re nervous about investing in traditional stocks, there are other investment strategies based on property, cash, and bonds.

What gets covered in an initial consultation?

An initial consultation is your chance to find out whether the financial planner is a good fit for you. They’ll tell you a little about themselves, and you can tell them more about your financial affairs and goals to find out more about how they can help you.

How much does financial planning cost?

The cost of financial planning depends on the complexity and nature of the plan they put in place. To get a more accurate figure, book an initial consultation today.

Jim Garis | Consulting Accountant

BCom – University of Newcastle
Associated Member Chartered Accountants

“After 40 years as a financial advisor I have come to understand what keeps our clients awake at night from a financial perspective. We care about our clients and we want to help them create a beautiful financial future. This is who we are, and what we do.”

We are not the traditional accounting business, we reach beyond just doing your tax. We can look at all the areas of your financial life to create and sustain wealth.

Jim’s areas of expertise are Self-Managed Super Fund advice & strategy for individuals, as well as effective growth and strategic planning for you and your business.

Something you may not know about Jim – “I’m a keen Rugby enthusiast, and I played against the All Blacks back in 1974.”

With you for the long haul

Some of our clients have been with us for over 30 years and we’ve helped them navigate the ups and downs. Nothing brings us more satisfaction than seeing our clients with a smile on their face.

By your side

We know that your circumstances will change over time – and we want to be there to help you! We have tailored our services for individuals so that they suit you at every stage of your life.

Always personal

The best way to offer you the most appropriate services is by getting to know you and your financial situation in detail. The more we learn about you and the longer we are together, the better our service will be for you.

Contact us today on:   02 4969 4699

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