Click here to download PDF

See our beautiful offices here at Lockeridge Financial Advisory. We could not be happier with how they turned out.

We are happy our Gold Coast clients feel comfortable when they visit our dedicated financial planning team.

Contact us today to arrange an appointment.

When It comes to understanding the intricacies of investment, taxation and ever changing rules and regulations, you might need help from a professional.

A Certified Financial Planner® professional can make a positive difference and help you understand your financial future.

They will help you understand your financial situation, develop a strategy and give you guidance on things such as funding your children’s education, helping with budgeting and tax planning, having enough money to live on comfortably in your retirement, insurance, estate planning and so on.

It’s all about helping you set your goals and devising a plan to give you the confidence that your financial future is secure. A Certified Financial Planner® professional can give you the peace of mind and security that comes with being prepared for the future.

Julie Lockeridge CFP®

A recent article posted by Financial Planning Association of Australia (FPA) has stated they made a submission to the Federal Government regarding the 2015-2016 Budget. FPA identifies key policy issues that need to be addressed in order to ensure Australians have a solid financial future and access to financial advice for retirement.

Key priorities that the FPA called out on its submission are:

• Encouraging savings culture to Australians’ retirement preparedness to reduce reliance on the social security system.
• Improving access to financial advice for those Australian who are most in need of assistance in managing their financial affairs,
• Removing inconsistencies in the tax system.

CEO of the FPA Mr Randall, said the recommendations are inline with the FPA’s future ongoing goals. The recommendations will ensure Australians have a strong financial future based on financial knowledge from experts. It is important for Australians to understand the benefits of superannuation and have access to financial literacy to maintain consumer protection.

For an overview of the budget so far see Budget 2015. What are your thoughts on the budget so far, we’d love to hear from you!