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Email Us: bruce@foundryfp.com.au
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What We Do

How can our Financial Advice help you

Young to Mid-Life (20 to 39)

You are establishing and building a career, launching a business or perhaps starting a family. We can help you plan your:

  • Life, Total and Permanent (TPD), trauma and income protection insurance
  • Debt Management and Cashflow
  • Business planning
  • Family healthcare

Mid-Life (40 to 49)

We call this your consolidation stage. You are wanting to achieve a comfortable lifestyle and thinking about your long-term future. This may include focusing on: 

  • Investments
  • Superannuation
  • Life, Total and Permanent (TPD), trauma and income protection insurance
  • Inheritance
  • Debt elimination
  • Estate Planning



Pre-Retirement (50 to 64)

Getting to the point where you have 20 or more years of retirement ahead of you. Your outcomes will rely on how well prepared you are. Your concerns may be:

  • Protection of assets
  • Debt elimination
  • Business exit strategy
  • Retirement planning: Transition to retirement
  • Wills and trusts

Retirement (65+)

This is the time enjoy time with family, hobbies and travel while still preparing for transferring your wealth. You may be thinking of:

  • Estate planning
  • Centrelink Age Pension and Health care cards
  • Protection of assets
  • Preserving your capital
  • Aged care planning 
  • Inheritance tax mitigation

What is the Financial Advice Process?



GETTING

TO KNOW YOU

We will meet to discuss your goals and objectives. We want to know who you are and what you want to achieve. 


RESEACH 

AND INVESTIGATION

Using the information we have acquired, we will create an individual plan to create solutions and strategies to meet your objectives. 


PLAN

PREPARATION

We will prepare a custom financial plan (Statement of Advice) that will describe in-depth strategies recommended for individual situation. 


SHARING

WITH YOU

We will arrange a meeting and provide you with a complete plan. We will explain chosen recommendations and outcomes thoroughly to ensure full transparency of the direction ahead. 


IMPLEMENTING

OUR ADVICE

Upon agreeance, we implement the strategies and help direct the products and solutions in the correct direction. 


KEEPING

IN CONTACT

We will continually strive to update and review with your ongoing circumstances and goals. Our ongoing service will ensure we review your financial situation and goals. 

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. 

Ready to Learn More?

Message Us

Contact Us

Click here to message us now

 (02) 6041 4755
 bruce@foundryfp.com.au

  Level 1, 510-512 Olive Street
  Monday-Friday 9am-5pm

Broadland Albury Pty Ltd ACN 163 074 119 trading as Foundry Financial Planning is an authorised representative
of Charter Financial Planning Limited, Australian Financial Services Licensee.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. 

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