Financial Planning

Whether you are single and just starting out or have your finances under control and are looking to build wealth for the future, everyone should have a financial plan.  

 

At Hodgson Financial Planning, we tailor personal financial plans to meet your short, medium and long -term needs, goals and objectives. 

 

Having a financial plan means that you have a strategy for your future. This strategy can help you: 

• Save to purchase a home, investment property, vehicle or travel 

• Pay off existing debts such as mortgages, credit cards or personal loans 

• Reduce your tax  

• Invest in suitable longer-term investments (shares or property) to build wealth for your future 

• Provide insurance coverage against unexpected events including injury, illness, disablement or death 

• Create a family budget to cover expenses and maximise surplus income 

• Plan and invest for your retirement 

• Live the lifestyle you want to live in retirement. 

 

If you are interested in creating a tailor-made financial plan, please contact David at Hodgson Financial Planning on 0401 936 224 or admin@hodgsonfinancialplanning.com.au