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Working Together

How We Work Together

At Aurora, we work with you to take control of your financial future so can you achieve your financial goals. This allows you to spend your valuable time focusing on the things that really matter to you in life.

 

We take the time to understand you by:

  • Identifying your financial goals & aspirations which are S.M.A.R.T. – specific, measurable, attainable, relevant, time-bound
  • Identifying any financial challenges or concerns that you want or need to address

 

We work together to create your Personal Financial Plan to achieve financial success by:

  • Identifying & Providing Clarity to Your Goals – identifying what you are really looking to achieve financially
  • Creating a Roadmap to Success – the financial path recommended to achieving your financial goals and financial success
  • Executing Your Plan – putting your Personal Financial Plan into action
  • Monitoring Your Progress – tracking your progress to ensure you “stay on track” to achieve your financial goals

 

There are 4 key elements to how we add value to you

how-we-add-value-to-you-november-2016

We provide a comprehensive financial planning service that is designed to meet your individual needs through our LifeStages planning process.

Our Services Include:

1. Wealth Creation  & Retirement Planning Advice & Strategies

  • Superannuation
  • Wealth Accumulation  – Investment portfolios, gearing strategies
  • Retirement Planning (including Transition to Retirement) & Income Streams
  • Ethical & socially responsible investments
  • SMSF’s
  • Budget & Cashflow Management
  • Debt Management
  • Aged Care

2. Wealth Protection Advice & Strategies

  • Personal Insurance – Life, Total & Permanent Disability, Income Protection, Trauma
  • Key person insurance
  • Business succession planning

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Aurora Financial Planning Pty Limited ABN 73 958 338 024 Trading as Aurora Financial Planning as trustee of the Aurora Trust is an authorised representative and credit representative of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee and Australian Credit Licence No. 234 665.

Charter Financial Planning Limited. ABN 35 002 976 294. Australian Financial Services Licensee Number 234 665. Principal Address: 750 Collins Street, PO Box 2830, Melbourne Victoria 3001

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