Wealth & Financial Planning

With over 20 years of business experience, V.I.P. Money is a fast growing financial services company. V.I.P. Money provides financial & risk solutions to individuals and businesses.  We have helped many clients with the following topics:

Superannuation - Do you have more than 1 Super fund? Are you paying too many fees? Are you paying too much?

• Is your Super Fund optimised for maximum performance?
• We can show you how  to access your Super before you retire!
  
• We advise on self managed super funds
  
• We can search for lost super
  

Did you know...  We can provide income protection insurance and life insurance paid directly out of your superannuation?  This means you are covered without any ‘out of pocket’ expense!

Insurances - If you stop working tomorrow, will your bills stop too?

• We help work out how much insurance you should have
• Income protection (which is tax deductible)
  
• Have you covered your main asset?
  

Business services - What happens if you can’t continue operating the business?

• We advise on business succession planning & partnership agreements

Tax Planning

• We liaise with your accountant and together we can gain what you are entitled to – don’t pay too much!

Debt strategies

• We help you pay off your mortgage quicker & show you how to make the most of your money.  Ask us today about our complimentary budgeting tools.

VIP Money Pty Ltd ABN 75 248 895 is a corporate representative 335168 of AFG Financial Planning AFSL (247 105) ABN 74 099 029 526