Financial planning with the Wealth Guidance Report

Financial planning with the Wealth Guidance Report

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How do you plan for the future? There is an increasing trend for motivated investors to manage their own finances, whether it be real-estate, a self-managed super funds (SMSFs), or their share portfolio. Combining these into one central hub of information yourself is difficult, and trying to plan for the future can be even harder. This is where Financial Mappers gives you an advantage – by providing you with the tools to build your own Wealth Guidance Report.

Manage your plan with ease

Generating a Wealth Guidance Report has exceptional benefits, including the ability to monitor and manage your plans with ease. Completing the report can be as comprehensive as you like. Include any combinations or investment funds, SMSF’s, real-estate, savings, debts and personal goals, and FinancialMappers will help you to project your plan over the next 30 years.

Use together with your advisor

If you already have an advisor, such as a financial planner, accountant or lender, and you can use the Wealth Guidance Report to give guidelines on exactly what you would like to do with your finances. To assist you, throughout the report are questions to ask your advisor.

What’s in the report?

The Wealth Guidance Report is an in-depth and well-calculated report of your financial goals and plan, and includes the following four sections:

Section 1: Your summary plan
This section highlights your summary plan and provides insight into how your finances may be managed to meet measurable financial goals.

  • Your Financial Goals – what you would like to do.
  • About Your Plan – looking at a summary of your plan.
  • Risk Management – managing the upsets of life.
  • The First Five Years – your assets, your debts and your Investment Allocation.
  • Summary of finances – evaluation, in Present Value of your finances at the end of each phase.
  • Graphic Summary – a complete overview of your plan.

Section 2: About your plan
Your plan may be calculated from both your current financial position and your future projected financial position. This section is an overview of how your finances are generated and spent throughout your plan.

  • About Your Plan – looking at a summary of your plan.
  • Your Cash Flow – what you earn and spend.
  • Your Wealth – what you own and owe.
  • Your Debt in Detail – detailed view of your debts.
  • Your Assets in Detail – detailed view of your assets.
  • Your Superannuation in Detail – detailed view of all Retirement Accounts.

Section 3: Your plan in detail
To reach your financial goals and projected income, you may need to break down your wealth guidance report into further detail.

  • Your Debt in Detail – a detailed view of your debts.
  • Your Assets in Detail – a comprehensive view of your assets.
  • Your Superannuation in detail – detailed view of all Retirement Accounts.

Section 4: Professional advice
Once you have the tools in place with the Wealth Guidance Report, you have the ability to see professional advice to help plan and secure future investments.

  • Financial Advice – seeking professional help.
  • Resources – free advice.
  • Estate Planning – check you have a will.

If you’re interested in the Wealth Guidance Report and want to know more then check out our ‘Power Features’, or if you simply just want to know more then contact us today – Your finances are a journey, reach the destination you want.

 

Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.

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