Phone: 02 6884 2222 | E-mail: admin@fortnumdubbo.com.au

Fortnum Dubbo recommends customised income planning strategies, specific to your stage of life and your circumstances.

If your career has just begun, we understand you’ll likely want to make the most of your new income and enjoy some of life’s luxuries along the way. However, if you’re a business owner, your priorities may be making your income stretch to accommodate both your office expenses and your domestic demands.

For pre-retirees, you may be looking ahead to growing your retirement nest egg before you exit the workforce. Then, when you enter retirement, perhaps you’ll want to use part of your income stream to spoil the grandkids, travel or start ticking off your bucket list.

We understand the delicate balance of juggling your income and expenses. We take the time to provide a forum in which to identify your overall objectives, then together we will tailor a bespoke income plan aimed at achieving your short-term goals whilst preserving your long-term aspirations.

Income Plan

Our income planning services include the following:

  • Income Splitting
  • Salary Packaging
  • Salary Sacrificing
  • Pre-pay Expenses
  • Negative Gearing
  • Capital Gains
  • Capital Losses
  • Tax Effective Investments

For more information about personalised income planning strategies, please contact (02) 6884 2222 or email sdunshea@fortnumdubbo.com.au

Fortnum Dubbo and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.

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