Financial Management
and so much more.
Future-focussed business strategy by RSM Financial Services
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Designing finance for where ever life's dreams may take you!
My personal philosophy toward financial planning is that; “a person should have a clear protected path from which they are able to evaluate their progress and grasp life’s opportunities. This approach is very much derived from my strong belief that life is and should be a mixture of compromise and reward, with a continual focus on ensuring tomorrow betters today!”
Lucas Smithers - Managing Director
Financial Planner Melbourne
Cash Flow Planning
Cash flow management considers your earnings capacity, your spending habits, your debts and how best to optimise these factors to reach your financial goals and aspirations. Because without knowing these aspects, how do make sure you reach your financial peak and can weather life’s challenges?
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Wealth Creation
It’s about knowing what you have to invest, knowing how that investment is protected and educating yourself on what resources are available to you!
Make sure your investments are spread out over different markets. RSM Financial have many investment solutions that can insure that your portfolio is diversified correctly.
Retirement Planning
Each individual has a different perspective on retirement. So what do you envisage retirement to be? Retirement is not just ceasing gainful employment, but could be changing careers, having the flexibility of choosing when to work and when to party. Or just simply having the opportunity to explore your hobbies and the globe!
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Wealth Protection
Wealth protection considers your current financial situation and applies a series of tests to make sure that in the event of an unforeseen circumstance that your wealth, lifestyle and family are protected. How do you protect what matters most?
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Insurance
We provide you with advice around tailoring insurance cover to your needs. This means we place focus on your financial situation and its inherent risks. We don’t just insure your income. We take into account what you actually spend, how you work, any safety net you currently have and put forward a proposal to better your current situation.
