Professionals - Developing a career

3 professionals working and developing careers.

We can help and the services we supply to do this can be found here.

Set out below are examples of what you need to consider when managing your affairs.

Things to consider:

Budgeting, cash flow and debt reduction.

Protecting income in the event of accident or illness to be able to fund their:

  • Debt repayments
  • Travel
  • Savings
  • Bills and Cost of Living
  • investments and negative gearing
  • Lifestyle and entertainment.

Protecting yourselves against financial hardship in the event of death, disability or major illness by taking out:

  • Life insurance
  • Total and permanent disablement insurance
  • Trauma insurance.

Starting an investment portfolio and or a savings plan to work towards:

  • Purchasing property (own/invest)
  • Traveling overseas
  • Building wealth over the long term using tax effective strategies
  • Retirement.

SGA Financial Services can assist you with your Personal Insurances, Wealth Creation, Retirement Planning, Debt reduction, Savings and Centrelink. If you would like a complimentary consultation please contact the office on 03 9813 3369 to make an appointment.

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Your privacy is important to us and Charter Financial Planning, which is part of AMP. You may request access to your personal information at any time by calling us on (03) 9813 3369 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

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