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Financial Planning

Do you need Financial Planning ?

At Green Light, a home loan consultant will structure a loan package to suit your personal situation. However, we believe that with planning and the right advice, we can put you on the right path to achieving your financial goals. It’s for this reason we have established a financial planning arm in association with AMP.

Click here to find out more about Green Light’s financial planning partnership

Our financial planners can assist you in the areas of:

  • Debt reduction strategies
  • Budget planning
  • Making the most of your superannuation
  • Maximising your income in retirement
  • Reviewing ways to secure your lifestyle and financial goals
  • Learning how to diversify your investments across shares, managed funds, property, fixed interest and cash products
  • Discussing strategies to help minimise tax
  • Investment gearing strategies and risk protection
  • Provide expert advice on redundancy or early retirement
  • Salary packaging/salary sacrifice
  • Estate and succession planning

To find out more about Green Light Home Loans financial planning process, click here.

 

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