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What financial advice are you seeking?

Aged Care

Seeking professional advice around the financial decisions associated with Aged Care will allow you to concentrate on the wellbeing of the person you are helping.

Insurance

Unfortunately, accidents do happen and people do get sick. But you can have peace of mind by taking appropriate precautions to protect you and your family’s lifestyle and financial stability.

SMEs

We aim to ensure congruence between your business planning and your personal financial planning. We will work collaboratively with your accountant to determine how to tax effectively take profits out of your business.

SMSF

For those wanting greater control or specific assets not offered by traditional super funds, a Self-Managed Super Fund (SMSF) may be appropriate.

Social Security

The Government provides many benefits, subsidies and payments to help students, families, and older Australians.

Superannuation

Superannuation is a concessionally taxed structure and long-term savings vehicle designed to build wealth for retirement.

Wealth Accumulation

The most rudimentary concept of wealth accumulation is simple – spend less than you earn. Understanding and managing cash flow is therefore paramount to accumulating wealth.

Retirement Planning

It’s never too early to start planning financially for retirement, and even if you’re already retired, it’s never too late to seek help.

SME Protection

At Logical, we recognise that the loss of key individuals within your organisation’s ranks due to death or serious illness can be crucial to the survival of your business.

  • "Many years ago when we looked for quality financial planning and advice we looked for independence, first class advice, adaptability, ability to explain and simplify options, close and responsive attention when it becomes necessary - as well as likeable people whose future would be intertwined with ours. Our experience has been all that and more with Logical Financial Management."

    Brian and Peta Champion
  • "We are enjoying our extended European holiday. It’s great to be retired and reassuring that we have the means to do all of this. Thanks to your great financial planning!"

    Duncan Wyse

Partner with Logical

Simply complete the form below and a member of our team will get in touch within 24 hours.











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