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Teakle Financial Planning 

At Teakle Financial Planning our team assists people like you to make decisions about their future.

 

The relationships we establish with our clients help them feel confident about their financial security now and in the future. We take the time to listen and understand what's important to you.

 

We look at your situation and provide you with a solution. We do this by providing advice across all life stages by using strategies for investments, superannuation, insurance, mortgages, retirement and aged care.

 

As your family financial advisor we are very approachable and enjoy meeting people to see if we are in a position to help. We love to support those who are open to advice, from starting out right through to retirement. Whatever stage of life you are in, 'stability' is the key.

 

Our Process:

Our financial planning process involves developing strategies to help you manage your financial affairs allowing you to build and protect wealth, enjoy life and achieve financial security. Typically, we use a process of setting your goals with you and then we work out what you need to do to achieve those goals.

 

¤ Meet with us

             In this initial meeting, we'll talk through your current situation, help you identify your financial goals and talk about your options.

             Our friendly, consultative approach makes all the difference and this first consultation is free of charge.

  

¤ Work on a plan

   Identifying your current and future goals allows us to design the appropriate plan for you. We will then sit down with you again to

   run through our recommendations on how we can help you right now and into the future.

 

¤ Action your plan

   Once you're happy with your financial plan we'll help you put it into action. At this stage we start structuring your investments and

   insurance products, and any other related services you may require.

  

¤ Performance reviews

   We all know that life constantly changes and throws challenges at us. By continuing to review your situation, we can make sure your

   financial plan remains right for you. We will discuss the option of holding regular reviews with you, ensuring you are staying on track.

 

 

Financial Advice

Teakle Financial Planning is not tied to any provider of products or services. This ensures that all our clients receive the most appropriate advice with respect to their goals, objectives and financial requirements.

We have been assisting people like you achieve their financial goals for more than 15 years and our commitment is to provide the highest quality financial planning service to our clients.

 

 

Meet Our Financial Advisors:

We are very happy to introduce you to our experienced financial advisors whom are committed to helping you achieve your financial goals. 

 

 

¤ Shane Teakle

             Financial Planner & Authorised Representative Dip. Fin Services.

 

            Shane is qualified and experienced in providing advice on the establishment and closure of Self-managed Superannuation Funds

            (SMSF's).

            Shane is also able to provide advice on the establishment of investment strategies for Self-managed Superannuation Funds and

            commencement of Account Based Pensions with SMSF's.

            Shane holds an Advanced Diploma in Financial Planning.

 

 

          ¤ Steven Wood

                 Financial Planner & Authorised Representative Dip. Fin Services. and Dip. Finance and Mortgage Broking Management.

 

            Steve joined Teakle Financial Planning in September 2017 and brings over 12 years' experience within the Financial Services

            industry and in providing private client advice.

            Steve specialises in providing strategic advice in the areas of Superannuation Advice and Planning, Investment Advice and Planning,

            Pre and Post Retirement Planning, Personal and Business Protection Planning and Centrelink Advice. Steve is also a qualified

            Finance Broker and can provide advice on residential, commercial lending, vehicle and asset Finance. 

            Steve holds a Diploma in Financial Services (Financial Planning), Diploma of Finance and Mortgage Broking Management and is a

            member of the AFA and MFAA.

 

 

          ¤ Richard Anderson

                 Financial Planner & Authorised Representative.

 

            Richard began his career in the financial advising business in 1991 and has accumulated years of experience and knowledge in this

            field. Richard advises on matters such as saving and investing for the future for pre and post retirement planning. Richard also has

            extensive knowledge in personal Insurance for protecting your assets, income and estates.

 

 

 

Teakle Financial Planning can assist with the following:

Financial Strategies
  • Growing your Superannuation
  • Self-managed Superannuation
  • Investing for Growth
  • Investing for Income
  • Planning for Retirement
  • Transitioning to Retirement
  • Centrelink
  • Aged Care
  • Estate Planning

 

Investments

  • Managed Funds
  • Shares
  • Property Trusts
  • Income & Fixed Interest Investments
  • Direct Property
  • Term Deposits
 Insurance
  • Why do I need Personal Insurance
  • Income Protection Insurance
  • Life Insurance
  • Total & Permanent Disablement
  • Trauma/Recovery/Crisis Insurance
  • Keyman Insurance
  • Business Insurance

 

Please contact us if you would like to discuss any of your financial planning requirements.

Disclosure: Teakle Financial Planning Pty Ltd; Shane Teakle; Steven Wood and Richard Anderson are authorised representatives of Australian Investment & Insurance Group Pty Ltd AFSL 226405.

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