Resources

Helpful Sources of Accounting & Financial Information

Tax Planning to Tax Preparation Checklists

Please see some handy checklists below for your pre-tax planning.

Useful Links

Trying to find a high-quality and useful site on the web can often be a time consuming experience. To save you the trouble we have compiled a list of websites that we have found to be valuable sources of information. Clicking on the logo will open a new window for you.

Who We Help

Regardless what stage you are in life, our advisers at Fusion Financial Solutions can help. Typically, clients fall into the following categories:

Young Professional

In a Relationship – goal setting, sustaining long term investments and superannuation, preparing for a family, buying a home, protecting your income and assets, buying a car the most effective way, budgeting and estate planning.

Family

Relationship with Young Children – goal setting, planning and strategies for superannuation, budgeting for your children’s education, financing for your mortgage, car or renovations, investment strategies, maximising Government allowances, establishing retirement goals, estate planning and protecting your family

Pre-retirees

Relationship with Adult Children – goal setting, planning and strategies for superannuation, retirement strategies, paying off your mortgage and superannuation contribution strategies, investment strategies, protecting your income and assets, establishing retirement goals, estate planning and transitioning towards retirement

Retirees

Retired – goal setting, superannuation and pension strategies, estate planning, maximising Government assistance, aged care planning, protecting your income and assets and downsizing your home