Personal Financial Designs specialise in working with small business owners to assist them in reaching their business and personal financial goals in the shortest time possible.

Located in Cairns, Personal Financial Designs are financial planning professionals with extensive experience in the provision of financial services to suit the needs of small business owners. Personal Financial Designs specialise in the establishment and management of Self Manager Superannuation Funds for small business owners.

Services

Self Managed Super Funds

• Self Managed Superannuation Funds are a tax effective superannuation option. These super funds offer the members more control over their investment choices, more choice in the products they include in their fund and, for many, significant cost savings.
• Self Managed Super Funds are not suitable for everyone, however, so it is imperative to obtain advice from a specialist in Self Managed Superannuation Funds

Business owners and professionals

• Specialist financial planning advice for business owners and professionals to suit specific industries and operational needs
• Regardless of your industry or profession, Personal Financial Designs can create a financial plan which suits your operational and personal needs and goals
• Personal Financial Designs offer financial planning advice and financial services specifically to suit the needs of each client. No two plans are the same because no two clients are the same.

Personal Financial Designs offer:

• Specialist financial planning advice from a qualified and experienced Financial Planner
• Personalised financial services with client numbers strictly limited
• Comprehensive financial plans, to suit your individual needs
• Ongoing support with Personal Review meetings timetabled to suit individual financial planning, wealth creation and superannuation needs
• Access to the latest information about the operation of Self Managed Super Funds, business financial management and financial planning strategies to reach all financial goals
• Financial planning advice which takes into account the complexities of operating a small business, such as cash flow and taxation
• Statement of all initial and ongoing fees, up-front and in full

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