Comprehensive, Tailored Financial Advice For All Life Stages
Samurai Financial Group was formed with the aim of providing high quality financial planning advice to individuals, families and business owners. Our Principal Financial Planner, Marlene Zwarts, is an Associate Financial Planner (AFP®) practitioner of the Financial Planning Association of Australia (FPA) and has completed a Graduate Certificate in Financial Planning. Marlene enjoys helping his clients better manage their financial affairs.
Your superannuation is one of your most important assets. We can make sure you have a suitable superannuation fund which is invested appropriately to meet your objectives.
Protecting you and your family's lifestyle against unexpected events is a key element of a high quality financial planning strategy.
Implementing an effective financial plan prior to your retirement has the potential to materially increase the lifestyle you will be able to experience in retirement.
Cash Flow Management
Simply accumulating monies without having an effective plan in place will likely not allow you to achieve your goals and objectives. Once we understand what you want to achieve, we can recommend a tailored financial plan for you to effectively invest any surplus cash flow ie increasing loan repayments or investing your money appropriately.
Having an appropriate debt reduction strategy in place may enable you to save a substantial amount of money, which you would otherwise pay to the bank in interest repayments. We can review your existing debt position and provide tailored advice to enable you to optimise your position.
Samurai Financial Group can assess your requirements and develop a tailored financial planning strategy to enable you to meet your income requirements, including maximising your Centrelink entitlements where possible.
We can assist you to build a tax-effective investment portfolio. By assessing your particular drivers, we can tailor an investment approach to suit your objectives.
Tax-effective strategies form a key element of our strategic financial planning service. After assessing your situation, we can provide tailored strategic advice to ensure your affairs are structured in a tax-effective manner both now and for the future.