Your Fortnum Dubbo financial adviser, in collaboration with your accountant, can assist you to manage your debt and interest in a tax efficient manner that aims to be compatible with your overall financial plan.
Whether you hold debt designed to generate an income – through appreciating shares, managed funds or investment properties – or perhaps your debt lies in personal loans, credit cards, living expenses or holidays, your Fortnum Dubbo adviser will equip you with a personalised debt management strategy. This could include opening up discussions about your debt position which may include the impacts of making additional repayments, prioritising your debts according to interest incurred and investigating alternate platforms like offset accounts and re-drawing facilities.
Tackling your debt without the support of a financial planner, could see you forego opportunities to decrease your debt faster and more efficiently.
To discuss a personalised debt planning solution, please contact (02) 6884 2222 or email firstname.lastname@example.org
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.