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EXECTIVES & PROFESSIONALS

Middleton Financial Planning helps you make smart decisions with your money.

We assist executives and professionals with a range of intelligent strategies that optimise wealth accumulation and contingency planning.

We offer a personalised, tailored service that considers present and projected goals. Our aim is to assist you in achieving financial freedom.

The key to our success is creating relationships with our clients that are built on trust and respect. We care about the person, not just your portfolio.

Your first consultation is complimentary and our offices are centrally located in Sydney and Wollongong. Appointments can be made by calling 02 4231 4773.

Our areas of specialty include:

 

  • Tax

  • Tax minimisation

  • Salary Sacrifice and Salary Packaging

  • Superannuation

  • Self-Managed Superannuation Funds

  • Risk Planning

  • Life Insurance

  • Income Protection

  • Personal

  • Shares and assets

  • Wills and Estate Planning

  • Education savings plans for school and university

  • Retirement planning

  • Business/Succession Planning

  • Buy / Sell business continuation strategies

  • Key person planning

  • Transition Strategy

  • Selling a business

  • Cashflow Management

  • Budgeting

  • Credit Cards and Interest

  • Debt Reduction

RETIREMENT INCOME STRATEGIES

BUSINESS SUCCESSION PLANNING

FAMILY FINANCIAL PLANNING

Contact us to see how we can make a difference to your financial life.

Middleton Financial Planning Pty Ltd ABN 91 166 322 318 is a Corporate Authorised Representative (No. 450278) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367 GPO Box 4232, Sydney NSW 2001.

MIDDLETON FINANCIAL PLANNING PTY LTD ABN 91 166 322 318 IS A CORPORATE AUTHORISED REPRESENTATIVE (NO. 450278) OF CLEARVIEW FINANCIAL ADVICE PTY LIMITED ABN 89 133 593 012 AFSL NO. 331367. THE MATERIAL IN THIS WEBSITE (INCL. PAGES, ARTICLES, NEWSLETTERS) IS FOR GENERAL INFORMATION ONLY AND ANY ADVICE IS GENERAL ADVICE ONLY AND DOES NOT TAKE INTO ACCOUNT YOUR INDIVIDUAL OBJECTIVES, FINANCIAL SITUATION OR NEEDS (YOUR 'PERSONAL CIRCUMSTANCES'). BEFORE ACTING ON THIS INFORMATION, YOU SHOULD CONSIDER THE APPROPRIATENESS OF THIS INFORMATION TAKING INTO ACCOUNT YOUR PERSONAL CIRCUMSTANCES.

© 2020 Middleton Financial Planning Pty Ltd