Our simple 3 step approach, SAVE - PROTECT - REVIEW, will help you achieve your financial, lifestyle and retirement goals.
1. SAVE
Step 1 – Our first step is to develop a debt saving strategy as this has the most impact on your day-to-day life. It can also be implemented very quickly and provide significant savings immediately. We do this by reviewing all of your current loans, loan structures and budgetary needs.
If we are unable to secure significant savings with your current lenders, we will present you alternative options that will save you money.
Contact Us
2. PROTECT
Step 2 – We believe in protecting what you cannot afford to financially replace. This means your home loan, your life and most importantly your ability to earn an income. We will ensure you have the cover required to protect you and your loved ones.
Our insurance specialists will be able to provide comparison quotes and assist you should your current cover be inadequate.
Contact Us
3. REVIEW
Step 3 – We recommend reviewing your personal strategy every 12 months (at a minimum) so that we can make any tweaks that may be needed due to changes in personal circumstances.
Contact UsWe gain an understanding of your current situation, future financial goals, assets & liabilities.
We complete our research and compare various solutions.
We finalise our recommendations and complete your personal strategy.
We present your personal strategy and discuss our recommendations.
Once agreed to, we get moving on implementing your personal strategy.
Targeted Financial was founded in 2014 with a focus on helping families improve their current financial position, build their future wealth and achieve their financial, lifestyle and retirement goals.
We do this by creating a personal strategy that aligns with your current and future financial goals. There are 3 key areas – Save, Protect & Review – that need to be working together to maximise your financial results.
Our focus is to help people take control of their finances and help them reclaim their financial freedom and improve their financial and retirement outcomes with minimal investment of their time.
We achieve this by embracing technology that allows you to complete most paperwork quickly and hassle free on your computer, tablet or mobile phone in the comfort of your own home at a time that is suitable to you.
Our full range of services enables you to bundle all of your finances with one convenient point of contact, making getting your finances into order easy & efficient
Business & Commercial Experience
Finance Experience
Strategy based on
your personal goals
Easy to implement – effective, cost saving strategies
Finance, Insurance & Mortgage Broking
solutions
We are incredibly happy and would highly recommend Targeted Financial to anyone looking to improve their financial situation. They explained everything in a simple way which was so easy to understand.
Knowledgeable, helpful, and straight to the point. Targeted Financial showed us where we were going wrong, and we saw immediate results.
We could not understand why we were not progressing as well as we thought we should be until we met with Marty from Targeted Financial. A few months later and we are so thankful and would not hesitate in recommending Marty & Targeted Financial to family and friends.
We would love to hear from you. Simply send us your enquiry and we will respond as soon as possible.
do you have a question?
admin@targetedfinancial.com.au