“We would recommend FLP services with confidence - FLP has helped us create a path for our future”.
Mat and Elissa recently become parents, and as part of our Life Planning we put future planning strategies in place that would protect their financial position if something unforeseen was to happen to either of them.
FLP was able to help build a strategy for Mat and Elissa that would not only protect their wealth as a young family, but also set up a wealth creation strategy that would improve their overall financial position long term. Another key element of our advice in preparation for maternity leave was cashflow and budgeting to give them peace of mind.
As a result of recommended wealth creation strategies, Mat and Elissa are well underway to building their long-term wealth, both inside and outside superannuation.
Financial Lifestyle Partners and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd.
ABN 54 139 889 535, AFSL 357306. http://fortnum.com.au
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