Wealth Creation | Outcomes that count

The Cohen Fasciani Family work with you through a trusting relationship, combining our knowledge and experience to help you achieve the outcomes that count.

About Retirement Planning

Approaching retirement can sometimes cause uncertainty and concern as it can seem like a great unknown.
The majority of people have spent the bulk of their lives working to provide for their family and building their career, that they are unsure what their retirement will look like.
The most raised questions are:
• Can I afford to live my retirement life my way?
• How much capital do I require?
• When can I afford to retire?
• What Centrelink and other government benefits are available?
Our process involves examining your income and expenses and identifying your goals and any concerns. We will assist you in implementing strategies to provide for your income needs.
We will ensure that you are keeping your retirement plans on track and help you manage your financial strategies throughout your retirement years.

SMSF

Self-Managed Superannuation Funds (SMSF’s) are the fastest growing sector in the superannuation industry.

Investment Advice

Our aim is to ensure we understand what our clients appropriate asset allocation and risk tolerance levels are to ensure they achieve their personal goals.

Retirement Planning

Approaching retirement can sometimes cause uncertainty and concern as it can seem like a great unknown.

Risk Management

Though you may do everything right to ensure that your wealth creation plan is on track and your individual life goals are being met.

Budget & Cashflow

To formulate an effective strategic financial plan you need to ensure you are either reviewing options for budget management or optimising cash flow.

Estate Planning

Estate Planning is one of the most over looked parts for an individuals financial future