By working with our team at Simmons Livingstone & Associates, you can be assured that you are in good hands. We aim to be your partner in success, and your confidant with decision making.
Simmons Livingstone & Associates is a holistic financial services firm who work closely with our clients no matter what age or financial position. Our sole focus is to work directly with our clients to help them achieve their personal and financial goals.
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. It
might involve putting appropriate wills in place to protect your family, thinking about how your family will manage without your income
should you fall ill or die prematurely, spending money differently, but it involves thinking about all of these things together i.e. your
‘plan’. Let us help build your plan, with strategic advice about your options, and knowledge from years of experience.
We work with our clients on the four steps to Wealth Creation. Which you can learn more about below.
Superannuation is an integral part of many people’s personal wealth and retirement plans.
Superannuation is something that most of you will have, but not many of you will be clear on exactly where your money is invested. Our role is to help you understand the part that super will play in your future, and therefore how you need to invest it now
We work directly with our clients to help them identify exactly what they want to achieve from life and assist them to put the financial building blocks in place so that they can reach their goals.
If your life was a building, think of insurance as the foundation. Having quality insurance in place, allows you and your family to continue along your financial plan, when unexpected life events occur.
It is human nature to put off thinking about some of the more unpleasant tasks in life. Unfortunately, estate planning is one of the necessities of life. It is important to have a clear and well documented idea of how your cash, assets, liabilities and belongings will be dealt with after you pass.
Simmons Livingstone & Associates can help you identify potential opportunities to help you purchase your first property, all the way through to helping you build a property portfolio.
At Simmons Livingstone, we offer a holistic approach to our client’s financial well being. Making the right financial decisions when moving into an Aged Care facility is critical. We work with our clients and their families to provide the right level of support and expertise.
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