My business Intellisolve, protects and furthers the wealth and lifestyle of individuals, families and business owners!
(1) Respectively, My company and I are Authorised Representative and Corporate Authorised Representative Nos. 285883 & 288893, of Synchron (Australian Financial Services Licensee No. 243313.
Having commenced providing financial advice in 1992, I gained the Diploma of Financial Services (Financial Planning) on 08/07/2005. I have always run my own financial planning practices having also at times employed several staff and recruited other financial planners along the way.
My company and I are authorised to offer advice and specific recommendations on:
*Financial Planning
*Cash Flow Management
*Wealth Accumulation and Investing
*Superannuation Savings
*Insurance Requirements
*Retirement Planning
*Leveraged Strategies
*Annual Plan and Portfolio Reviews
*Financial Implications of NRAS Approved Residential
*Investment Properties
The types of products that may be recommended are:
*Cash management trusts
*Managed investments
*Direct shares
*Superannuation
*Retirement income streams
*Portfolio administrations services
*Margin lending
*Life & disability income insurance
(2) As a business consultant and a registered tax agent, I can assist you with your tax affairs in general plus in understanding how a unique brand of wealth creation & lifestyle enhancing, home business strategies can improve your situation in allowing you to claim some or all of your mortgage interest as a a business tax deduction whilst not needing to pay much if any capital gains tax upon the potential future sale of your home.
(3) I represent Perth Property Solutions (licensed real estate agent) and can help you with buying or selling commercial or residential owner occupied or investment properties in any location.
(4) Through Perth Property Solutions, I also advise on and effect your purchase of property that qualifies under the National Rental Affordability Scheme (NRAS). As you may know, NRAS properties are government approved to offer investors nearly $10,000 p.a in tax incentives for up to 10 years. That's a cool $100,000 for jam making what are usually negative geared investment properties cash flow neautral if not positive! You can learn more here.
I only recommend an insurance or investment product or financial strategy to you after considering its suitability for your individual investment objectives, financial situation and needs. My advisory service will include ongoing reviews of your financial situation, your progress towards goal achievement, your portfolio performance, insurance needs and any new goals or objectives you may have.
Mine is a fully fee for service business in that I do not accept commissions on the sale of financial products.
The main difference between myself and other financial planners is that I'm very "property centric". This is not to say I'm against shares and managed investments (which would be untrue) but rather, that I recognise that most Australians prefer a really good dose of bricks and mortar in their investment portfolio however even before that, they're passionate about living in a nice home in a good area and at the lowest reasonable cost. My association with "Deduct Your Home" keeps home ownership dreams alive like nothing else can! Check out some simple examples here ... (http://www.deductyourhome.com.au/examples/). Using the unique know-how as mentioned above, average value and styles of homes can generate several tens of thousands per annum in new tax deductions for their owners. As a financial planner, I can help you make this new money work pretty damn hard for you or you can party it up if you'd prefer (it's your money)!
Staying with the serious stuff, what many people don't know about me is that I'm also a passionate guitarist, bass player, songwriter, singer and performer and that some years ago I recorded a couple of albums in France where I lived on a farm outside of Paris for a couple of years (great memories). Whilst there, I toured a bit with my band of really good local French muso's and did quite a few live radio interviews and acoustic performances. I was even featured in a 30 minute special on prime time network TV as the local upcoming artist to watch! Before any of that though, I spent a few very cool years playing 3 - 4 nights a week in New York City (all before my financial planning days)! All this is to say that I understand musos and artists in general - how they live for and even starve for their art! Not many people get it - but I've been there and believe me, the love and respect in those communities is something most others just don't get 'cause their lives are simply "too normal". So I'm calling out to the "struggling" artists out there to contact me for financial advice. I won't break your bank and that's a promise. Most of you can't get something called "income protection" (a really important insurance that replaces up to 80% of your income as lost for a time from sickness or accident), because you typically have such miserable income and that it's unreliable at best. So rather than bitch about it or stay uninsured, let me show you what you can do about it! I'll make it painless and if something ever happens to you, no doubt you'll be thanking me later!
I'm proud of who I am and what I do because my business is all about helping you get ahead and to stay there!
Essentially, I care and I want what you want.
My business is built on referrals from clients and other professionals who respect me and trust me such as accountants, finance brokers and other financial planners who do not specialise in the areas I do.
Please call me anytime for a no obligation introductory chat to explore your potential.
Thanks for being real and for stopping by and if you dig it, then "like me" to help get it out there.
Best wishes to you and yours.
Frank
- Category:
- Bank/financial services