Protecting and growing your wealth

You’ve worked hard to get to where you are today. Regardless of your bank balance or your accumulated assets, it’s important to protect what you have today, and to make sure that your money is working as hard as possible for you to prepare for the lifestyle you want in the future.

This is where we can help.  At Fairway Group, we understand the complexities of taxation, superannuation, investing, and retirement planning.   We have the right skills, qualifications and knowledge to help you to make the most of your money, and to put in place plans and strategies that can help you to grow your wealth over time.

To do this, we like to get to know our clients, and to understand what’s important to them. With a relationship built on trust, understanding and collaboration, we can help you to gain control of your finances and map out a clear path towards your longer term wealth and financial security.

Our Services

Our financial advisory services include:

Protecting your existing assets and ability to earn an income. Cost-effective personal insurance strategies tailored to your individual needs and circumstances to mitigate risk.

Growing your wealth.  Strategies that are designed to make the most of your financial resources and to grow your wealth over the longer term.  This may include any number of initiatives including salary sacrifice into super, investing, savings plans and cash flow management.

Superannuation planning.  While it may not seem like it yet, your superannuation fund is likely to be your greatest asset (aside from the family home) as you near retirement.  For this reason, it’s important to ensure that your investments within the superannuation environment are structured according to your needs and long term goals.

Self Managed Super Funds (SMSFs). SMSFs are a popular topic of conversation these days and while they offer some considerable benefits in terms of control and flexibility, they also carry significant reporting and compliance obligations.  We can help you to assess whether an SMSF is right for you before you make any binding decision.

Retirement planning.  We all have an ideal vision of what life in retirement might be like, however few of us actually take the time to map out a plan to get there.  And without a plan, how will you know whether you’re on track to reach your retirement goals?  With Australia’s ageing population and increasing pressure on government funding for health and social services, it’s never been more important to lay the groundwork to sustain your own lifestyle in retirement.

Estate planning.  A legal Will is just one part of a well-structured estate plan. Depending on your needs and familial circumstances, other structures such as Trusts or legal documents such as Powers of Attorney may also be relevant to ensure your assets are transferred to your beneficiaries in accordance with your wishes.

Aged Care.  While we don’t like to think about it, the prospect of aged care will become a reality for some of us or someone we care for.  Whether it’s for yourself or an elderly parent or relative, aged care planning becomes important should we lose our ability to make decisions for ourselves or become unable to look after our medical and healthcare needs.

Your Financial Adviser

Your financial adviser at Fairway Group is Sasha Topolcsanyi. Sasha has been working in the financial services profession since 2001 and became a qualified financial adviser in 2006. She holds a Bachelor of Business (Economics and Finance) and is passionate about helping clients to achieve their financial and lifestyle goals. Click here to read Sasha’s adviser profile.

Licensee

Sasha Topolcsanyi is a Corporate Authorised Representative of Capstone Financial Planning, Australian Financial Services Licence/Australian Credit Licence No. 223135.

Capstone Financial Planning Pty Ltd
ABN
24 093 733 969
Level 14, 461 Bourke Street, Melbourne VIC 3000
Ph: 1300 306 900 |Email: info@capstonefp.com.au |www.capstonefp.com.au

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