Timeless Wealth is tremendously proud of the impact that we have made in helping our clients. There is no one size fits all for us. Every client has their strategy built from the ground up to fit your needs.
Personal Services
Money Coaching
The Money Coaching Process is highly experiential and during these sessions you will learn how you are “hardwired” around money in ways that are generally not fully conscious. By the end of the fourth session, you will have a clear understanding of your core money patterns and their origin and can begin to work on your “Money Coaching Action Plan.”
Budgeting
We create a plan to spend your money which allows you to determine in advance whether you will have enough money to do the things you need to do or would like to do.
Investing
We take away the day to day burden of managing your investment portfolio and give you more clear, certain and confident vision into the future.
Protection Plans
Life is full of surprises and uncertainties some of which could cause you and your loved ones physical and financial distress. Our tailored Insurance Advice and Wealth Protection solutions can ease some of the financial burden and help you ensure that you, your family and your business can cope financially if there is tragedy.
Estate Planning
An Estate Plan involves much more than a simple Will.
We can help you put a clear plan in place for your family after you pass by reviewing the structure of your investments and creating an Estate Planning strategy that ensures your Will, Powers of Attorney and other estate documentation are up-to-date and in line with your current wishes.
Retirement Planning/ Super
At Timeless Wealth we can help you fulfil your retirement goals by assisting with your super structure to ensure that your savings are adequate to meet your income needs in retirement.
Business Services
Business Succession Planning
Succession planning mitigates risk of sudden leadership changes, helps maintain board & shareholder trust, creates clear communication & alignment, enables successors time to prepare and provides freedom to focus on business goals. These complex matters require careful consideration and professional advice.
Business life insurance policies are designed to add a layer of protection to businesses in the event there is a sudden and unexpected hit to incoming revenue.
Should there be an unforeseen event, there are different covers which could protect business owners, their family and employees such as:
- Key Person Insurance
- Business Partner Insurance
- Business Expenses Insurance
“This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of publish.”
TIMELESS WEALTH PTY LTD ACN: 655 402 387 is a Corporate Authorised Representative of InterPrac Financial Planning Pty Ltd (AFSL 246638).