Welcome to Enterprise Financial Planning.
We hope to share with you some ideas and details about how to manage your financial affairs.
Whether you are a millionaire or just starting out on your journey, we are all playing the same money game and if you hope to win at this game, you need to know the rules.
Of course, life's successes are not quite that simple but money issues are a lot easier to deal with when the basics are understood.
We hope this site helps in that regard.
Enterprise Financial Planning is a full service financial planning business providing advice on:
- Investments,
- Superannuation,
- Protection strategies,
- Portfolio Design,
- Retirement Planning,
- Estate Planning and
- Portfolio Management.
When you travel somewhere important, generally you map out your journey.
Your financial road shouldn't be any different. Having a written plan can make a world of difference when it comes to staying on track and keeping your focus.
Articles.
Downsizing the Family Home
If you are thinking of selling your family home and giving your retirement savings a boost, then check out the rules first .... click here
If we are employed then we have a superannuation fund growing our retirement funds for us. Often, our employer is is only one who contributes to our fund, however when we wish to contribute for ourselves, what are the rules?
Are you comfortable with your current investments? Do they suit your temperament? Are they moving you along towards your goals?
Understanding Risk Profiles might be able to help. What is your Risk Profile?
Can you make money when markets are falling and hap hazard? There may be a way to turn hurtful markets to your advantage.