Future Ready Financial Planning

Talk to our expert Josh Coligan today to see if you have the right insurance in place to cover you now and in the future

5 Questions to ask before buying life insurance Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating your needs, premium costs and terms of service. The...

Some good tips and advice to ensure you are covered for now and the future

Essential retirement planning tips and mistakes to sidestep Whether you’re in your 30s, 40s, or 50s, the importance of retirement planning cannot be overstated. Starting early allows you to build a secure financial foundation for your retirement years. However, the strategies and concerns differ based on your life stage. This article outlines the top three...

Now is a good time to check your insurance is fit for your needs

Underinsurance in Australia – How to Avoid Becoming a Statistic Every now and then, you may notice a friend, relative or acquaintance post a fundraising plea to help out a family that lost a parent or provider, or to support the education or hospitalisation of an orphaned child left in the care of elderly grandparents. There are many kinds of such posts, and the...

Finally some good news for home owners!

news.futurereadyfp.com

Stress less in stressful times with these tips

Steps to Building an Emergency Fund and Why You Need One Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support if you lose your job or source of income. If you’...

Great news - We are launching our Latest News articles on Facebook!
We will regularly post articles to share insights with you and we'd love your thoughts. All past articles can be viewed on our website at http://news.futurereadyfp.com/

Future Ready Financial Planning Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support...[Read More]

Future Ready Financial Planning updated their phone number.

Some great planning for your future information via this blog
http://blog.cpal.com.au/realiseyourdream/

Realise Your Dream -

We assist clients to get 'future ready' and to make plans for a secure financial future

Interesting reading on how to love your retirement
http://www.news.com.au/features/v3/NLMD-1337/how-to-love-your-retirement/ #

How to love your retirement The oasis of retirement sure looks good when you're grinding the years away with your 9-5, but it turns out many Australians struggle with livin’ la vida leisure.

Happy 2017 everyone - may it be your best year yet

Just a quick message to advise that Josh Coligan* has won the prestigious Australian Unity Best Practice Southern of the Year award for 2016.

Presented by Steve Davis, CEO of Australian Unity Personal Financial Services, the award recognises excellence in managing a financial planning practice. Mr Davis said: “Josh has won the award because of the amazing service and financial advice his practice provides their clients, and for the efficient, client focussed way he runs his practice."

“Josh’s practice provides financial advice to clients who need guidance on investments, superannuation, retirement and redundancy, and wealth creation and protection. Their clients have greatly benefited from his advice and there’s no doubt that Josh and his staff always have their clients’ interests and financial wellbeing as their highest priority,” Mr Davis added.

Mr Coligan said he was honoured to receive the award, and paid tribute to his staff. “The best part of our job is helping people. Our clients come to see us because they need advice on how to structure their finances and investments so they can be financially comfortable for the rest of their lives. And when we can help them do that, it’s great for them – and it’s very satisfying for us,” Mr Coligan said.

Mr Coligan explained that the clients his practice can help the most are typically those who are:
• • About to retire
• • Accumulating wealth
• • Needing risk insurance
• • In retirement
• • Facing redundancy
• Selling their business
• • Investing a lump sum
• • Wishing to reduce their tax liability
Thanks so much for your support!

*Josh Coligan is an authorised representative of Australian Unity Personal Financial Services Limited
(ABN 26 098 725 145) AFS Licence No. 234459, 114 Albert Road, South Melbourne VIC 3205

We specialise in providing professional strategic advice to help you improve your current financial position and ultimately achieve your long term lifestyle goals.
Importantly, our initial advice isn’t a ‘set and forget’ service. Instead we offer you regular financial mentoring and ongoing guidance – in all aspects of your personal finances – to set you, and keep you, on the path to financial wellbeing. Contact us now for a chat.

Hi!
We specialise in providing professional strategic advice to help you improve your current financial position and ultimately achieve your long term lifestyle goals.
Importantly, our initial advice isn’t a ‘set and forget’ service. Instead we offer you regular financial mentoring and ongoing guidance – in all aspects of your personal finances – to set you, and keep you, on the path to financial wellbeing.