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Create your Life Plans Landscapes




Build and Protect your Dreams Today and for the Future



Our advice, creativity and expertise has helped build Investment &
Superannuation Growth, and Financial Security, with Cost, Fee & Tax Control for
Individuals, Families and Businesses, before, during, and after Retirement.

Financial Services

Advice, Creativity & Expertise

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Life Plan Building


Products and Strategies

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Client Successes


Examples of our thinking

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Our scope of capabilities can advise on and arrange:



Financial Planning
Wealth Creation
Managed Investments
Savings and Investment Plans
Geared Investment Acceleration
Margin Loans
Fee Reducing Structures and Strategies
Estate Planning
Intergenerational Wealth
Personal and Family Dynasty Plans
Charitable Gifting

Superannuation
Investment Choices
Rollovers
Retirement Planning
Retirement Incomes, Pensions & Annuities
Insurance
Income Continuation and Business Expenses
Major Medical Conditions (Trauma)
Life & Terminal Illness
Business, Share Purchase and Key People Covers
Group Life & Salary Continuance



We introduce you to specialists when you require advice on:
General Insurances – Fire, Motor, Liability etc;
Legal – Family Law, Property, Commercial;
Self Managed Super Funds – establishment and administration;
Accountancy – Tax Management; Capital Gains; Business Planning;
Share Broking.



Examples of our creative thinking and negotiations



We negotiated and gained $600,000 extra payments for 17 clients when Insurers
stopped paying, or refused claims.



> “Go bankrupt, sell your home, go on the dole, and retire on the pension”… was
> the advice to a couple aged 62 & 60 by their Accountant and Lawyer!!

We took a totally different view with this unusual case with 11 strategies and
our negotiations…
Their Bank agreed to waive all mortgage payments for the next 3 years;
The $7000 a month saved now became tax deductible in their Super;
In all we saved $56,000 in tax… and we doubled their income;
At 65 the mortgage was cleared with tax-free super;
Now, with Super and the Pension they’re enjoying a comfortable Retirement and
they kept the house!!

> By rearranging finances for a young couple part of savings for School Fees was
> made tax deductible and mortgage payments became easier.

Many of our over-50s clients wanted to cancel insurances due to increasing cost
of premiums, though their families needed the protection. Our Opportunity Life©
reduced costs by up to 30% making the policies affordable.


00%


of Australia are on target to NOT have enough



People want answers and recommendations, relayed simply, concisely, and easily
understandable… to put them in control! To achieve this, Brian Paull has created
Moneyfarms©, a unique suite of Insurance and Investment Products and Strategies
providing solutions to broad and specific lifestyle needs.



Money Maps Life Plans© a user controlled Financial Planning and Analysis kit.
Based on your Life-Styles and Life Plans, Money Maps aligns appropriate
Investments, Super, Insurances, Strategies and Actions, to meet your targets.
What’s especially unique is most of the answers are revealed as you complete
your data, saving you significant time, money and frustrations.

Opportunity Life© for the over 50’s. We’ve negotiated structural changes and
reduced fees on policies so you can continue your important covers (when they
are becoming unaffordable).

Dynasty Plan© creates long-term and inter-generational wealth for individuals
and families, by combining Tax Deductions and Investment Growth, but with
limited contributions. With the future secure you have more money to spend on
today!

Super Plan Me© makes Super more fun, and (pre-retirement) Investment and
Insurance Plans more super!

Sponsored Investment Charitable Gifting© will increase donations to Charities by
over 170% with no additional outlay by the the contributors.



Can we advise on your financial security and wealth growth?

Ask how Moneyfarms can help


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SERVICES

 * Financial Planning
 * Estate Planning
 * Charitable Gifting
 * Superannuation
 * Retirement Planning
 * Insurance


CONTACT

planning@moneyfarms.com.au

(61) 02 9938 3145

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AUTHORISATION

Money Farms Pty Ltd is Partnered with Livingston Insurance Brokers.
AFS No. 243313 | ABN: 33 007 207 650
© Copyright - Money Farms 2023
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