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Personal Financial Designs is a specialist financial planning practice, situated in the heart of Cairns. Servicing clients not only the Cairns, Port Douglas and Atherton Tablelands regions but throughout Australia, Personal Financial Designs has developed a reputation for successfully assisting small businesses owners to achieve their financial and personal goals. Quick facts:
Who are we? The owners and operators of Personal Financial Designs have almost 30 years of experience working in the financial planning industry. Their vision for starting Personal Financial Designs in 2002, was to provide ongoing advice and assistance to small business owners as they sought to achieve their financial and personal goals. By establishing a team of enthusiastic individuals who are continually honing their skills by participating in professional development opportunities, the owners of Personal Financial Designs have successfully assisted business owners to achieve their financial objectives, without sacrificing their current lifestyle. Guidance for small business owners Many people go into business to improve the quality of their lives and then belatedly find out that they are working harder and longer than they were when they were employees. Changing this is often one of the primary goals of the clients of Personal Financial Designs. Through the development of a specifically tailored financial plan, Personal Financial Designs has been able to assist small business owners to achieve their personal and financial dreams and objectives. Self Managed Super Funds Self Managed Superannuation Funds are a specialty of Personal Financial Designs. To ensure that clients are given only the most current and effective advice, the Financial planner at Personal Financial Designs is continuously researching the features of these funds, especially their tax effectiveness, fixed cost structures and use as an estate planning vehicle. Fees All fees payable for working with Personal Financial Designs are agreed up-front. Clients know, even before work has begun on their Financial Plan, what their initial costs will be. At the implementation stage, clients will know what their ongoing fees will be, based on the level of assistance they request. For more information on fees, go to the ‘How We Charge’ page. Our qualified financial adviser
Certified Quality Advice Practice
Personal Financial Designs is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is supported by industry qualification, demonstrated best practice business operations and proven success in meeting the financial planning needs of clients. |
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