Edsuplan Financial Services also have offices conveniently located in Malvern, only 15 minutes south of the Melbourne CBD. There is ample free parking available for clients who require or prefer in office appointments.
The period leading up to retirement is crucial and key decisions need to be made now, not later. Having a sound financial plan in place, and sticking to it, is vital when it comes to achieving your financial goals.
Financial Process and Packages
Whether you have short-term goals like home loan deposits, children’s education or long-term goals such as retirement planning, the team at Edsuplan will tailor a plan to suit your needs for the duration of your financial journey.
Children's Education Savings
Growth bonds are a popular way for parents, or even grandparents, to save for their children’s, or grandchildren’s, future school or university fees. A 2008 AMP.NATSEM Report showed that the average HECS debt for university students was over $20,500.
Wealth & Assets Protection
While most people understand the importance of protecting wealth and insurance to protect their assets like their house and contents and their car, they’re often not quite so good at arranging protection for themselves and their family.
Mortgage Reduction Strategy
Most people tend to take out a Mortgage or *home loan, then forget about it. The monthly payments go out from their accounts every month, but they probably couldn't tell you what the interest rate was if you asked!