Lonsdale 2016 Practive of the Year Award

Simon Clifford

Simon Clifford MBA

Certified Financial Planner

As a Financial Planner with nearly 30 years experience, I have learned that every client is unique and each one has a vastly different set of personal financial and lifestyle goals that are important to them and their family. Whilst the outcomes are quite diverse, the financial planning journey for most people will follow a fairly similar sequence to those taken by Blair as per the image below.

Remember, a financial plan is not just about the numbers – a financial plan is about the achievement of personal goals that lead to wonderful memories.

The Adviser fp process of getting you on track and keeping you on track can begin by simply clicking on the link below.

Start your financial journey now – Click now

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1. Age

Less than 3031-4546-5556-65Older than 65

2. Household Income(s):

Less than $80,000$80,001 - $120,000$120,001 - $180,000More than $180,000

3. Total Savings/Investments/Super/Pension Balance(s):

Less than $150,000$150,001 - $300,000$300,001 - $500,000More than $500,000

4. Total Household Debt(s):

Less than $250,000$250,001 - $500,000$500,001 - $1,000,000More than $1,000,000

5. Name:

6. Phone Number:

7. Email:

Episodes

Episode 1

13/10/2017
Most Aussies think owning a property will underpin their ability to retire. Soap start Blair McDonough did too. The Aussie celeb quickly realises with The Money Masters help that he will need to reinvent what financial success looks like. In this first episode, financial adviser Simon Clifford helps Blair to cost out his dream and explore his income and investment options.

Watch now

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This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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