Financial Planning & Advice | Tweed Heads, Currumbin and Springwood

What is a Financial Plan?

The world of personal finance is becoming increasingly complex and having a money mentor can be the key to making better choices with your money to enjoy a better life.

Whether you are just beginning your financial journey or you're facing complex decisions and goals, Sue Cavill, Financial Adviser can help you. Sue will customise a financial strategy to suit your lifestyle so you can reach your goals sooner.

Sue Cavill can help you:

  • Plan your retirement income

    Your superannuation is likely to be one of your most important financial assets, outside of your ability to earn an income or property, and it is designed specifically to provide you with money to live on in retirement, so take control of your super today!

  • Build wealth for the future

    When it comes to building financial security, few things are more effective than growing your assets. Whilst you will always need to manage your cash to cover your living expenses, you may want to divert some of your money into assets like shares or investment properties. Building up these kinds of ‘growth’ assets can help you achieve your personal goals of growing your wealth so you can enjoy a better lifestyle today and in future.

  • Create & build an investment portfolio

    Whether you would like to invest in residential or commercial property, shares, managed funds or even an investment bond, we can help work through the options and come up with a tailored investment plan for your situation. The selection of investments that is right for you will depend on a range of factors including your age, income, family situation, the length of time you want to invest your money over and your lifestyle. It will also hinge on how you feel about risk and your personal goals.

  • Budget your income

    Our financial planning team in Tweed Heads, Currumbin and Springwood can help you get control of your finances, giving you the clarity to make better financial decisions for a better life. A budget will show how much income you earn; how much you spend – and highlight areas where cutbacks can be made to set aside savings to fund your goals.

  • Revise your superannuation

    The choices made in regards to your super today will affect the amount of funds you have available to enjoy life after work. So it’s never too early to start understanding how you can maximise your super in order to produce the results you want.

    As your Gold Coast Mortgage Choice financial adviser, Sue can guide you through all the decisions you need to make with your super. 

  • Pay off your debt sooner

    Debt is easy to build up and hard to pay off, but with expert help, it can be done. As your Mortgage Choice financial adviser, Sue is a money expert who can develop debt-reduction strategies tailored to your circumstances. It doesn’t have to mean living on next to nothing until you’ve made headway with debt, it’s all about smart use of your money.

  • Review and update your Estate Plan

    Estate planning can be a complex area with important tax and legal implications, and taking a do-it-yourself approach can be risky. That’s why it makes sense to speak with Sue Cavill, your local Financial Planner on the Gold Coast to ensure you have an appropriate estate plan that addresses your wishes. 
Still not sure whether you need to see an adviser? Discover the answer first hand, call our friendly team to know how you could benefit from speaking with a Financial Planner - 07 5518 8615.

Contact us today.

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