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
Investments
|
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.