Financial Planning

Are you racing through life with the same financial plan you’ve had in place since you were single and in your 20s? Have you reached your 40s and not bothered to update or change your financial plan because you’ve been so caught up in your marriage, children, mortgage, business ventures, travel and everything else that’s on your plate?

You need to take a breath and sit down with Kothes Accounting Group’s financial planning division. This division, led by Kothes Bega chartered accounting director Gary Skelton, is here to take the stress and worry out of getting your financial planning back on track.

Gary Skelton is a registered tax agent and an AFS Authorised Representative of Bridges Financial Planning. His areas of expertise include financial planning and investments, self managed superannuation funds (SMSF) and investment strategies. He is the only SMSF specialist on the Sapphire Coast, and his professional advice is highly sought after.

Start planning your financial future now

Whether you are 18 or 80, it is never too late to start looking after your money and planning your financial future. Financial planning is about creating opportunities from what you have to help you achieve what you want for your future.

  • Retirement planning
  • Superannuation
  • Risk Management
  • Investments
  • Accumulating wealth
  • Estate planning
  • Business succession planning
  • Funds management
  • Insurance
  • Tax planning
  • Property investment