Tony Case & Amp Associates
Investment Plans in Redland

Planning your tomorrow Why you need a financial planner. Work out your retirement number to get the lifestyle you want. With nearly 40 years of financial planning experience, we consider our strength to be the quality of service and expertise that we can provide, which is evidenced by the many pleased clients and growing client bottom we continue to service. No personal financial or investment advice provided to you. Not only is super a tax effective way of saving and investing, but you can gain from the effects of compounding returns. The combined effect of former retirement and living longer means that many Australians will spend more than a quarter of their life in retirement. It’s a massive financial decision so it’s important to look at as many properties as plausible and make the correct choice. What should I consider when I make a Will? When you speak with us, we are qualified to assist with the financial matters and maximize your redundancy payout so that you get the most out of it to ensure you can maintain your lifestyle. Establish a budget to live on your payout and any other income. Flourish options to attain a life change in the time frame you want. Although windfalls may be unexpected, if and when they happen, how do you make sure you make the maximum of them? And, when it comes to inheritance, how do you know if there are any exceptional obligations or considerations that apply? At a time when every aspect of your life is changing, the final thing you want to think about is money. But while there may not be ways to reduce the financial commitments, there are things you can do to plan and manage them more effectively. Set a budget before to having a family or if you're off work with a family. Set an investment and budget management strategy to compile money for your goals. And some people believe it's all about helping with managing life's risks. Seeking the advice of a financial planning professional can provide immense value to your life that goes beyond financial, it can have an impact on your lifestyle, business, career and family life. Our financial planners will take the time to find out your current circumstances and where you want to be so that we can aid you make informed decisions on how to make the maximum of your money where you can invest keep it to your advantage and using the good financial products for your needs. Investment strategies, including recommending investment categories and specific products. When you face with our financial planners we will receive you through a 7 step process as detailed below, however it is imperative to note the law requires that any personal advice you take from us must be appropriate to your circumstances. However, if you are qualified to describe your goals in pictures, it can be much easier for your adviser to grasp them, and most importantly, comprehend your motivations for achieving them. The better your adviser understands your picture of tomorrow, the better you can plan to reach it.