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Williams Finance Pty. Ltd. trading as Careplan Financial Solutions ABN 26 119 246 089

Corporate Authorised Representative of GPS Wealth Ltd.  AFSL 254 544  Australian Credit Licence 254 544

ABN 17 005 482 726  26 Hastings St Noosa Heads QLD 4567  

Insurance Quotes

- Income Protection Insurance

- Life & Total Disability Insurance

- Trauma Insurance

- Advice on ownership structure

Retirement Advice

- Advice on types of income streams

- Minimize income tax

- Maximize Centrelink income

- Advice on investment risk / volatility

Superannuation Advice

- Consolidate your super funds

- Understand & take control of Super

- Salary sacrifice vs Mortgage repay

- Advice on investment risk / volatility

Pre-Retirement Advice

- Tax saving strategies for over 55’s

- Ensure adequate funds to retire

- Protect against ‘market cycles’

- ‘Optimize’ your Super every year

Aged Care Advice

- Maximize Centrelink income

- Minimize Aged Care fees

- Keeping or selling the home

- Negotiating bond amount / structure

Estate Planning

- Inter-generational wealth transfer

- Minimize tax paid by dependents

- Ensure your wishes are carried out

- Protect against Will being contested

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       Getting Started

Invest for the future

Posted by: Russell Williams at 23:23, August 28 2017.

Investing bears no resemblance to gambling and, unfortunately past ‘form’ seldom provides an indication of future performance.

       Find out how we can help you here

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