Personal Financial Management.
Entello's personal financial management division provides a customised financial planning service. This service is designed to provide you with advice and assistance in managing your personal financial affairs. To help you achieve financial control we offer:
• Personal Consultations;
• Financial Plans; and
• Annual Financial Reviews.
Qualified, professional advisers are available to review and analyse your personal situation and goals and discuss potential investment strategies that may be appropriate. We then work with you to develop a comprehensive plan that will improve your knowledge and understanding of your investment program. |
What is an Entello Financial Plan?
An Entello Financial Plan is a blueprint or map specifically designed to provide you with a strategic personal plan which shows how you can achieve your financial and lifestyle goals.
Our financial plans are designed to be:
• User friendly ;
• A full analysis of your situation including “what if” scenarios to demonstrate different investment options and how these would impact your asset and cash flow position; and
• A working document that guides you along the steps involved to actually implement the recommendations.
What is included in an Entello Financial Plan?
An Entello Financial Plan is always personalised so the content may vary substantially. However the list below provides an indication of the content that may be analysed, reviewed and presented in your financial plan.
• Existing assets & liabilities |
• Personal budget |
• Appropriate loan structures |
• Superannuation |
• Investment property purchases |
• Retirement planning |
• Investment strategies & options analysis |
• Share portfolio construction & analysis |
How is an Entello Financial Plan developed?
The first step is to have a consultation with an Entello Financial Adviser where we will review your situation and discuss your investment options in detail. If a plan is appropriate we then provide a full proposal (before the plan is commenced) suggesting between one and three possible strategies for further analysis.
Entello Financial Plans are written to take into account your personal circumstances. Your specific details are overlaid onto a series of financial models which estimate future asset values and passive income streams. These are created based on the principles of the Economic Clock. The spreadsheets take into account a number of factors including tax calculations, rental and dividend income, capital growth, inflation, equity increases and cash flows.
In order to deliver this
level of financial planning we employ qualified advisers with
experience in both business and financial services. Entello
Pty Ltd charges a set fee for all Personal Financial Management
services. |
Authorised Representative (No 230455) of Briamark Ltd.