Financial Planning

Financial planning is the broadly based term to describe the full range of advice based services provided to clients. Within this definition is a wide range of services ranging from wealth accumulation and asset protection to retirement planning and estate planning. Roderick J. Runco and Associates offers a comprehensive range of financial services backed by the full resources of AMP Financial Planning.

How can we help our clients?

The range of services we can assist clients with are listed below. Our job is to assist clients to make practical financial decisions and choices in areas that they generally feel out of their depth.

We help clients cut through the jargon so that they can put in place plans and strategies that will help them achieve their goals and give them peace of mind.

Financial Goal Setting

Financial goal setting and lifestyle review
Personal financial projections

Budgeting Advice

Ensures that you are in charge of your money and that you have a plan.
People don’t plan to fail mostly they fail to plan.

Wealth Accumulation

Investment advice

Superannuation

Superannuation advice including advice on how to consolidate various super funds into a single plan.

Retirement Planning

Maximising your superannuation whether you're already retired, nearly there (less than 10 years to go), or it’s a long way off!

Estate Planning

Estate planning strategies

Income and Asset Protection

Asset protection, family protection and insurance advice

Lifestyle and Career

Planning for future changes to your financial situation
Cash flow management and budgeting
Education funding

This service is advice based, tailored to the needs of each clients, and includes a review process to ensure clients are up-to-date and in control of their financial destiny.

Services provided through our professional network partners include:

Mortgage and finance advice
General insurance reviews
Proactive tax planning
Legal documents including wills, powers of attorney, legal structures and agreements