Services
Strategy & future planning
We all have goals in life and these will change in priority, simplicity and grandeur over the years. What should not change is the process to highlight and achieve these goals. At August, we use the technique of active and ongoing planning to evaluate your situation and ideal future, and develop strategies to bridge the gap. It’s never too late to start planning.
Retirement planning
The decision to retire is not just about your finances but also a lifestyle change. By taking a holistic approach, we carefully develop strategies and match advice to your own unique situation. Whether your retirement dream is a long-awaited holiday or spending more time with your family, diligent planning is the key to a stress-free retirement.
Super & SMSF
Deciding on your retirement nest egg can often be a daunting task, particularly when the rules for super are constantly changing. At August, we take complex problems and turn this into simple and intelligible advice. For this reason alone, planning early has never been more important.
Investing
We develop bespoke portfolios that are tailored to the needs of our clients. This involves detailed planning to consider investment returns, as well as tax outcomes, risk, economic conditions and your overall situation. We work closely with your accountant and other professionals to develop, implement and monitor your strategy.
Estate Planning
This is an important step in the financial planning process to ensure that your affairs are in order. Depending on your situation, it could be as simple as having a valid and up to date will in place. More often, there are tax considerations, superannuation, different beneficiaries and various assets to consider. We collaborate with your solicitor and accountant and other professionals to develop a strategy that will benefit your family succession and align with your objectives.
Who We Help
Young Professionals & Families
Strategic planning is at the heart of the August philosophy. We work with clients early in life to set the right foundations for a successful financial future. While life is full of challenges and unexpected surprises, it is important to maintain flexibility as you work towards your life goals. To achieve this, we take a holistic view and assist with all major financial and lifestyle decisions.
Established in Life
This is a stage where the August planning philosophy becomes crucial. Income, debt and personal commitments may vary but often there is no clear vision of how today’s choices will impact your future lifestyle. Whether it be helping children purchase their first property, renovating the old family home or retiring by a set age, these major decisions need thoughtful and active planning to achieve the optimal outcome for you.
Retirees
This is a time to enjoy the rewards of a lifetime of hard work. However, it often comes with mixed feelings about financial security, family and health. At August, we take the time to listen to what is important to you and develop a detailed and complementary plan for your future. This provides our clients with the confidence to enjoy a long and happy retirement.
Business Owners & Entrepreneurs
The day to day running of your business or endless hours of a new start-up leaves truly little time to focus on your own personal finances. We recognise this and help minimise the stress of making financial decisions and future planning. We understand that your business success and personal prosperity are inherently linked, meaning that any advice will be complimentary to your long-term vision.