SERVICES
SERVICES
Goal Setting
Identifying and setting goals for your future is an integral part of the process. Once you have set goals we can then develop a strategy to help you achieve them and keep you on course. It is important to be realistic during this process and if we feel that the goals are not achievable we will encourage alternative thinking to ensure that they can be reached.
Planning for Retirement
Many people are put off by the range of choices and often adopt a "hope for the best" approach. We are able to sort through the options available and can provide a clear direction to follow with measurable and easily understood outcomes. Monitoring progress and adjusting as circumstances change helps to keep things on track.
Cashflow
The journey begins with understanding your cash flow. Many people are not aware of their actual cash flow and are constantly surprised that they are not able to achieve their goals. We can help to analyse your current income and expenses and once we know your current cashflow situation, we will have a better understanding of what your spending and savings habits are. We may be able to see areas where spending can be reduced or we can help putting a budget in place. Once we understand the cash flow we can develop strategies to build and meet future goals.
SMSF - Self Managed Superfunds
At Cable House our clients can choose to invest in a self-managed super fund giving them much more control over their investments. It is one of the most important and major steps a client can take, and our expertise and knowledge at Cable House can help you realize your outcomes.
UK Pension Transfer
Personal Risk Insurance
Moving to another country is a challenging experience in itself, and at Cable House we are able to offer our extensive knowledge in assisting our clients to transfer their pensions from one system to another with minimal disruption. Currently there are extremely tight restrictions on bringing UK pensions to Australia, but we have successfully worked with Clients to bring their UK funds into Australia within the current framework.
Including: Life Insurance, Critical Illness, TPD (Total and Permanent Disability) and Income Protection insurance. At Cable House we are passionate about safeguarding our clients and ensuring they are fully protected for life’s eventualities.
Superannuation
At Cable House we believe superannuation is the planning and preparation to support you during your retirement.
Mortgage Lending
Whether you are buying a new home or an investment property or wish to refinance an existing mortgage, Cable House have the skills, tools and experience to help you achieve your property aspirations.
Lending services are provided by Paul Bonney, Credit Representative No. 403040 authorised under Australian Credit License No. 391109.
Investment Planning
Cable House offers expert and tailored advice to suit your risk preferences.