Financial Planning
Risk Management and Protection
There are many unexpected events in life. Your ability to earn, your health and the wellbeing of your family are things to be protected. It is very important to have peace of mind when you are working hard towards financial freedom. We are here to help you obtain the most suitable life insurance policies.
Wealth Creation and Wealth Management
Investment is a key component of wealth accumulation. Our investment philosophy is to actively manage a diversified portfolio with a core asset allocation plus a tactical allocation based on our Macro view of the economy. The objective is to outperform the benchmark in the long term.
Superannuation and Retirement Planning
Cashflow Management and Debt Optimization
The Australian superannuation system is complicated but rewarding if you can use it properly. We have sufficient experience and knowledge to guide you through the superannuation system. This is to accumulate wealth, retire with sustainable income and potentially leave a legacy for your children.
Cashflow Management and Debt Optimization
Strategic advice, Social Securities and Estate Planning
Cashflow Management and Debt Optimization
Healthy cash flow is the backbone of every successful financial plan. An ill structured debt obligation can have a significant impact on your cash flow. We can assist with improving your cash flow via budgeting discussions and debt restructuring (credit card and mortgage, etc).
Property Solutions
Strategic advice, Social Securities and Estate Planning
Strategic advice, Social Securities and Estate Planning
We understand and recognise the importance of property assets, despite that it tends to have a low allocation in traditional portfolios. In Australia, residential and commercial properties are not financial products covered by Australian Financial Services Licence. Some of our advisers have obtained a proper NSW property license to assist our clients on property needs.
Strategic advice, Social Securities and Estate Planning
Strategic advice, Social Securities and Estate Planning
Strategic advice, Social Securities and Estate Planning
Strategic advice in our context is mainly about small business-related matters, subject related tax advice, etc. We are keen to offer pro-bono advice for people with social security related needs. Please get in touch for a designated date (normally one day per month).
FP Consulting
FP Consulting
FP Consulting
FP Consulting is a self-licensed financial services and consulting firm. With a commitment to providing expert guidance and personalized solutions, we strive to empower individuals and businesses to navigate the complex landscape of finance. Our experienced team is here to offer tailored advice and support, ensuring that your financial goals are our top priority. At FP Consulting, your success is our focus.
Focused Priority Consulting Pty Ltd Corporate AR No. 1273475 is an Authorised Representative of FP Consulting AFSL Holding Pty Ltd (AFS Licence No. 543527).
FP Consulting AFSL Holding Pty Ltd (The
Licensee)
ABN 33 660 659 058 | AFSL 543527