The reasoning and reassurance to keep you moving forward
Does this sound like you?
We help couples, families, and business owners facing some or all of these challenges.
You're constantly pulled in different directions with no energy to manage finances.
You earn well and live well, but money isn't going as far as it should.
You struggle to spend because you worry about the future.
You're aware you're probably paying too much tax but don't know what to do about it.
You're working hard but are unsure what you're working towards.
The more you make, the more you seem to spend, and you'd love to get a handle on it.
You're not on the same financial page as your partner.
You'd love to change careers, step up, take a sideways step, or start a business but aren't sure you can afford it.
Your business and personal finances are muddled and more complex than needed.
As you get older, you worry more about missing out now and in the future.
Retiring would be a dream, but you're unsure if you can do it and still afford the big-ticket items ahead.
Braeside Wealth transforms your financial 'what if's' and 'should we's' into confident decisions that line up with what's most important to you and your family.
A birds eye view of your financial life
MAKE WORK OPTIONAL
RETIREMENT PLANNING
Whether retirement is just around the corner or way off in the distance, we help you put a practical plan in place to retire your way, when you're ready.
BALANCED BUSINESS
BUSINESS ADVICE
Simplify, grow, and protect your business and personal finances with the right strategies and structures to keep the financial cogs turning smoothly.
YOUR PLAN B
INSURANCE REVIEW
Be prepared for life's curveballs with a back-up plan that protects your income, lifestyle and loved ones.
GOOD DEBT
DEBT REVIEW
We review your debt situation from all angles and provide recommendations to pay off bad debt sooner and use good debt to your advantage.
DARE TO DREAM
LIFE PLANNING
Your life is more than just numbers, so we help you work out and prioritise what you really want and build a timeline to make it happen.
LONG-TERM GROWTH
INVESTING
Make empowered investment choices that suit your timeframes and your 'sleep at night factor'.
SAVVY SAVING + SPENDING
BUDGETING AND CASHFLOW
Take the guesswork and guilt out of spending and saving with a cashflow system that works in your everyday life.
TRANSFER WEALTH + WISDOM
ESTATE PLANNING
Put an estate plan in place with your wishes clear and your wealth transferred to future generations tax-efficiently.
FUTURE HAPPINESS FUND
SUPERANNUATION
We know super isn't sexy, but making the most of super is a sensible (and tax effective) way to set aside funds for your future.
How it works
GOOD FIT CHAT
Book a 15-minute no-strings chat to see if we can help you make meaningful money progress.
DISCOVERY MEETING
Let's find out more about you, how you feel about money, what you want out of life and what's getting in the way of achieving your financial, family and lifestyle goals.
ADVICE PATH
Get a visual map of what's important to you and the value we deliver through our phased approach. This powerful session ensures everyone is on the same page with a clear path forward.
MONEY XRAY AND MODELLING
Delving into the nitty gritty of your finances, we develop financial models that show you what's possible and how. You'll get an advice timeline so you know what to expect every step of the way. Then we implement the changes that have been agreed on.
PROGRESS & CHECKING IN
We'll check in regularly to hold you accountable and fine-tune your plan where needed to keep you on track. We're here for you, so contact us anytime you're facing a significant financial decision.