Make an Appointment

Planning for your future

Planning for your financial future should be a seamless and positive experience: this is where Daniel can assist.  He can help you work through your financial and personal goals, and organise a financial plan. Your financial plan should cover your superannuation, investments, retirement income, wealth protection (through insurance) and estate planning.  Life, Income Protection and Trauma insurance are key to any investment planning.

Daniel Baschera and The Financial Clinic are pleased to offer you an obligation-free appointment to discuss your financial goals and needs. We would sit down and analyse your situation and create a plan that proactively considers your short, medium and long term goals, with service standards of which we are truly proud.

What to bring

Assets information

Your most recent investment statements and other relevant asset information about what you own.

Expenses

Consider how much you spend each month and any planned purchases or expenses over the next 3-5 years.

Income

Please bring details about your sources of income.

Insurance

Copies of any Trauma, Income Protection, Total and Permanent Disablement or Death cover you have in place.

Mortgages/Loans/Credit Cards

Please provide details about the debts you’ve incurred and are paying back.

Retirement income stream

Details about any pensions or annuities you already have in place if you’re already retired.

Self Managed Super Fund

Please bring your Trust deed, account information and investment strategy and placement details.

Superannuation

Bring your latest member benefit statement and member booklet (if you have it).

Tax return

Don’t forget your last tax return – both personal and business (if applicable).

This website is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement (PDS) before making any decision about a product. A copy of the relevant PDS can be obtained from The Financial Clinic. The Financial Clinic (Vic) Pty Ltd is a Corporate Authorised Representative (274610) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFSL No. 331367. Registered address Level 12, 20 Bond Street Sydney NSW 2000.

ClearView