Being truly financially sorted is so much more than just submitting your annual tax return

It should include superannuation, insurances, Government entitlements, wills and estate planning, investment advice and loans.

Being financially sorted is being able to do what you want, when you want, with whom you want and in the manner you want.

Paying closer attention to many of the above will ensure that you are working towards such a goal.

Financial Planner Dasith (Daz) Monnekulame has over 10 years’ experience in the financial planning industry specialising in superannuation and investment advice, perfect for many of our clients.

Daz can be contacted on the office number of (03) 9888 3175 or via email at dasith@financiallysorted.chan-naylor.com.au for a general chat or to make an appointment to discuss things with you more thoroughly.

  • Investment Advice
  • Wills & Estate Planning
  • Superannuation Analysis & Advice, including SMSF
  • Insurances
  • Wealth & Retirement Planning
  • Mortgage & Loan Broking Referral Services
Contact us now to arrange a meeting...

Our recommendations to get you Financially Sorted

The first step is to assess where you are financially. Work out what your income and expenses are, what assets you have and what debt is now in your name. Be clear on what expenses you have planned now and in the future. Knowing these will give you some clarity and help you better plan and prepare for the future.

You may wish to educate yourself to be able to confidently manage your finances. Don’t be afraid to ask questions to make sure you understand.

Take time to work out what your lifestyle is like now. Being realistic on what you can afford and not afford will help you to spend within your means and avoid getting into debt.

It’s time to set your sights on new goals for your financial future and any dependants. This can be a time to consider your personal dreams and goals and focus on setting yourself up for the future that you want. We at Financially Sorted will be able to work with you to put a plan in place to help you achieve your new spending, investing, retirement and other goals.

We can assist you to review your insurances to ensure you have the appropriate policies and protection in place.

You may also want to review your superannuation to ensure you are on track for the future. Another important task is to review and update the nomination of beneficiaries you have in place for your superannuation and any insurance policies.

If you have financial and medical powers of attorney in place then you may need to also review these. Always make sure that your power of attorney is someone you can trust, who can act on your behalf and understands your wishes.

We can refer you to a professional estate planning service to ensure your Will accurately reflects your intentions.

Following these steps will mean that you’ll be well on your way to establishing a secure financial foundation for your future. Getting your finances sorted can be hard but like a lot of things in life, just focus on taking it one step at a time.

Is it time to get Financially Sorted – Let us help!

Financial Advice is provided by Dasith Monnekulame as an Authorised Representative of
Australian Unity Personal Financial Services (ABN 26 098 725 145) AFS Licence No. 234459 114 Albert Road, South Melbourne VIC 3205.