Ark Financial Planning is a boutique wealth management and financial advisory firm based in Eight Mile Plains, Queensland. From here, we help people from all walks of life to plan for, and ultimately enjoy a secure financial future and comfortable quality of life in retirement.
We take the time to get to know our clients, and to explain what can often be complex financial and investment strategies in easy-to-understand terms. Working collaboratively together, we’ll help you to make your financial and lifestyle goals for the future a reality with a comprehensive financial strategy that’s purpose-built for you. It’s what we do well.
We believe that insurance is the foundation of a sound financial strategy. Without it, you risk everything you’ve worked so hard to achieve and could place the security and comfort of those you care for in peril.
To find out more about our services and how we may be able to assist you, please feel welcome to contact us on phone 07 3036 5522 or email [email protected]
Michele Purvis, from More Money Business Solutions, is a Business Growth Strategist.
“My goal is simple . . .to help serious business owners generate more clients, close more sales and increase their business profitability, so that their business serves them and the life they want to lead”
If you are interested in significantly adding revenue to your bottom line, without spending loads of time or money, then Michele can help you do that. She coaches and effectively teaches business owners how to quickly and successfully apply the right strategies in the right order that allow your business to grow and flourish.
With a unique skill set, as a CPA, Financial Planning and Business Consultant/ Coach, Michele has worked with hundreds of businesses across a range of industries over the last 30 years. Michele brings to each client a fresh, innovative and professional approach. Working closely with the business owners to understand what they want their business to look like.
Having run her own successful Accounting/ Financial Planning practice, growing it organically from a start-up to over 7 figure business, which she subsequently sold, Michele understands the challenges around marketing, teams and getting the business model right.
Michele works with a team that has spent more than 10 years and two million dollars developing the worlds first E-Learning Marketing System, Profit Acceleration and Digital Acceleration Software that is used by more than 5.000 small businesses in 50 countries around the world to grow their business to multimillion-dollar status and beyond.
Think Financial Planning in run solely by financial adviser Kristina O’Sullivan.
Kristina provides advise in a range of areas such as debt management, retirement planning, investments, growing wealth both inside and outside superannuation, cash flow and personal insurances.
Kristina has a real passion for ensuring that clients are comfortable in each stage of the process, a heavy importance is placed on financial literacy, so you are empowered in the decisions that you make. No financial jargon.
The first step in any financial plan is ensuring that you are protected, without the correct insurances in place any plan can be made redundant without any notice.
Kristina understands this at a personal level as her father suffered a stroke at the age of 53, he is unable to work, however, he is lucky that he has his income protection allowing him to concentrate on his health.
No matter what emergency fund you have or how good you are at your cash flow, if you were to revert to a single income or potentially zero income you need to ask yourself how you will support yourself and your family. Planning for the worst, but hope for the best.
Vital Financial Group is a group of companies which include Vital Financial Planning PTY LTD, Vital Insurance PTY LTD and Vital Home Loans PTY LTD. We are located in Newcastle NSW but can service clients Australia wide. Vital financial group is a group of skilled professionals who work together to provide a comprehensive range of services for clients. We take a holistic approach and help our clients for all their personal and business insurance advice, Finance for business or residential purposes, or help build their financial wealth for their future retirement. Our professionals can provide you with advice according to your needs or work together as a “ONE STOP SHOP’ to provide a range of professional services. Contact us for an obligation free chat.