BOSCO ACCOUNTING, FINANCIAL PLANNING
Financial Planning in the Illawarra
Build wealth with confidence and clarity.
General financial planning guidance for individuals and families across the Illawarra, including discussions around financial position, retirement considerations and available options, with referrals provided where appropriate.
ATO Registered
Tax Agents
Open Year-Round
Extended hours Jul–Sep
After-Hours
Appointments available
Fixed Fees
No surprise bills
Personalised Financial Planning Services
At Bosco Accounting, we understand that navigating your financial landscape can be a complex endeavour. Whether you're planning for retirement, reviewing your financial position or considering your options, we provide general financial planning guidance based on your individual circumstances.
We work with individuals and families to discuss their current financial position and provide general guidance across areas such as retirement considerations, financial priorities and asset structures. Where more detailed or specialised advice is required, we can refer you to appropriate financial planning professionals.
WHAT IS INCLUDED
- Retirement planning and income strategies
- Wealth creation and investment advice
- Life and income protection insurance review
- Estate planning and wealth transfer
- Aged care financial advice
- Debt management strategies
- Personal budgeting and cash flow planning
- Investment portfolio review and management
Who is this for?
Individuals and families at any life stage, from young professionals starting to build wealth, to retirees managing income in retirement.
Ready to get started with Financial Planning?
Building wealth takes time, but it starts with a plan. Call your nearest Bosco office and let's put yours together.
Frequently Asked Questions
How can a financial planner help me achieve my long-term financial goals?
Financial planners provide personalised strategies to align your current financial situation with long-term objectives. They assess factors like income, expenses, investments and risk tolerance to develop a roadmap. Through budgeting, investment advice and risk management, they optimise your financial decisions, increasing the likelihood of goal attainment.
How often should I review and update my financial plan?
Review and update your financial plan annually or when significant life changes occur, such as marriage, birth of a child, job change or inheritance. Regular reviews ensure your plan stays aligned with evolving goals, financial circumstances and market conditions, maximising its effectiveness in achieving your objectives.
How do financial planners assess my current financial situation?
Financial planners assess your current financial situation by analysing income, expenses, assets, debts, investments and insurance coverage. They may conduct interviews, review financial documents and use software tools to gather data. This comprehensive evaluation forms the basis for creating a personalised financial plan tailored to your specific needs
