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Text Content

1300 660 545
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 * Home
 * About Us
 * Services
   * Why get financial advice?
   * Aged Care
   * Estate Planning
   * Debt Management
   * Investments
   * Retirement Planning
   * Self Managed Superannuation
   * Superannuation
   * Wealth Protection
 * When We Can Help
   * Starting Out
   * Building Foundations
   * Thinking About Retirement
   * Enjoying Retirement
 * Education Centre
   * Calculators
   * Insurance videos
   * Aged Care videos
   * Retirement Planning videos
   * General Financial Planning videos
   * Women and Finance videos
   * Debt Management videos
   * Self Managed Super (SMSF) videos
   * Superannuation videos
 * News
   * Latest Articles
 * Contact Us

   
 * Are you heading in the right financial direction?
   We can help you plan for your financial future.
   
   Let's get started
   Are you heading in the right financial direction?
   We can help you plan for your financial future.
   
 * Protect you most important assets
   Life takes twists and turns that we can’t always see coming. That’s why it’s
   so important that we are prepared for life’s emergencies.
   
   Find out more
   Find out more
   
 * Retirement on the horizon?
   We can help you get there
   
   Let's get started
   Retirement on the horizon?








MONEY BOX FINANCIAL PLANNING: WHY USE A FINANCIAL PLANNER




WE CAN HELP YOU WITH ...




SUPERANNUATION

Superannuation is a way to save for your retirement. You build up super while
you are working to make sure you can have a comfortable retirement.

READ MORE....




RETIREMENT PLANNING

Retirement may seem like a long way off but putting money into super now is
still a tax effective way to invest your money. You also can benefit from the
effects of compounding returns.

READ MORE ....




WEALTH PROTECTION

Insurance is the foundation of all financial plans. We can help you evaluate the
risks and come up with the right insurance solution for you and your family.

READ MORE ....




WHY CHOOSE US?




EASE AND CONVENIENCE

Deal with one firm for your accounting, tax preparation, business planning,
audit & financial planning needs.


EXCEPTIONAL PERSONAL SERVICE

Our focus is on listening, understanding, and caring about your concerns and
providing you with an individual level of service.


KNOWLEDGE AND EXPERIENCE

Our Accountants and business advisers are highly qualified and have a breadth of
knowledge and experience necessary to focus on all your important financial
matters.


ONGOING SUPPORT

Our friendly support team will support you throughout your journey with us and
answer any questions you have along the way.


A HOLISTIC APPROACH

We want to understand exactly what you want to achieve and provide you with
strategies and techniques to guide you towards your goals.


KEEP YOU ON TRACK

We will stay in contact with you because we want to ensure your business plan
continues to meet your needs and that you stay on track to achieve your goals.


EASE AND CONVENIENCE

Deal with one firm for your accounting, tax preparation, business planning,
audit & financial planning needs.


EXCEPTIONAL PERSONAL SERVICE

Our focus is on listening, understanding, and caring about your concerns and
providing you with an individual level of service.
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BRYAN MOSS



Bryan Moss, Principal, Money Box Financial Planning has more than 10 years
financial planning experience.

Bryan holds a Bachelor of Arts (ANU), Bachelor of Economics (ANU) and the
Advanced Diploma of Financial Services (Financial Planning).

Bryan is a Practitioner Member of the Association of Financial Advisers and has
been awarded the FChFP designation.

Bryan started Money Box financial planning so that he could focus on what he
does best – provide high quality, timely and easy to understand financial
planning services to his clients.


LATEST NEWS

WOMEN AND CANCER: WHAT YOU NEED TO KNOW

Being faced with cancer can have a devastating impact on women and their
families. That’s…



NAVIGATING THE OPTIONS OF AGED CARE

Successfully transitioning between in‑home care services, retirement villages
and full-care accommodation is all about making…



MARKET VOLATILITY – FACTS AND FIGURES

Many investors become concerned when volatility occurs in global financial
markets – particularly about the…




VIEW OUR LATEST NEWSLETTER, THEN REGISTER FOR FREE TO RECEIVE THE LATEST
FINANCIAL PLANNING ARTICLES AND INFORMATION.

View Newsletter &
Register Now




CONTACT DETAILS

Our Location
Level 1, 449 Gympie Road Kedron QLD 4031

Postal Address
PO Box 324 Chermside South QLD 4032

Contact Details
1300 660 545

Email: Use this form

Office Hours
9am -5pm Monday – Friday

SEARCH OUR SITE

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GET IN TOUCH

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IMPORTANT INFORMATION

Moss Investment Company Pty Ltd  – 1258559 trading as Money Box Financial
Planning ABN 29 030 788 956, Corporate Authorised Representative of Futuro
Financial Services Pty Ltd ABN 30 085 870 015 Australian Financial Services
Licensee, License number 238478

 

Bryan Moss, Authorised Representative No. 312506 of Futuro Financial Services
Pty Ltd

This website contains general advice only. You need to consider with your
financial planner (or adviser), your objectives, financial situation and your
particular needs prior to making an investment decision. Futuro Financial
Services Pty Ltd and its authorised representatives (or credit representatives)
do not accept liability for any errors or omissions of information supplied on
this website.

 * FSG
 * Adviser Profile
 * Privacy Policy
 * Legal disclaimer

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SUPERANNUATION


WHAT IS SUPERANNUATION?

Superannuation, often called super, is a way to save for your retirement. You
build up super while you are working to make sure you can have a comfortable
retirement.

Super is a tax effective environment for your money; the account is held in your
name, and both you and your employer can deposit money into your account. Your
money will attract investment earnings, and when you reach your ‘preservation
age’, you are able to start drawing on these funds.


HOW DOES SUPERANNUATION WORK?

Superannuation is treated differently to most other savings. For most people,
super will be taxed at a lower rate than a similar investment outside super. If
you’re self-employed, you may be able to claim a tax deduction for personal
contributions you make to super.


HOW WE CAN HELP?

The team at Money Box Financial Planning can help you understand, grow and
manage your superannuation.

We can help you:
• Consolidate your super funds and help you save on fees
• Identify investment options tailored to your goals and risk profile
• Review your concessional and non-concessional contributions to super
• Identify strategies to help boost your superannuation
• Enjoy the benefits of salary sacrifice
• Understand your insurance options within superannuation
• Determine if you have the correct beneficiary nominations in place
• Determine whether a self-managed super fund (SMSF) is right for you.


HOW TO FIND YOUR LOST SUPER?

If you think you may have lost track of your super then you have access to
services to help you find your lost accounts.

• ATO’s SuperSeeker service

This service searches the Lost Members Register and other ATO records, such as
ATO-held super accounts and unclaimed super money, for your lost super accounts.
You can also use the phone service (13 28 65).

• myGov

You can use the ATO’s myGov service to see details of all your super accounts,
including any you have lost track of or forgotten about. You will need to create
a myGov account and then link your account to the ATO service.

• Previous employers

Ask your previous employers for the names of the super funds that received
contributions on your behalf.

Call us on 1300 660 545 for more information about how we can help you make the
most of your superannuation.

Close


SUPERANNUATION


WHAT IS SUPERANNUATION?

Superannuation, often called super, is a way to save for your retirement. You
build up super while you are working to make sure you can have a comfortable
retirement.

Super is a tax effective environment for your money; the account is held in your
name, and both you and your employer can deposit money into your account. Your
money will attract investment earnings, and when you reach your ‘preservation
age’, you are able to start drawing on these funds.


HOW DOES SUPERANNUATION WORK?

Superannuation is treated differently to most other savings. For most people,
super will be taxed at a lower rate than a similar investment outside super. If
you’re self-employed, you may be able to claim a tax deduction for personal
contributions you make to super.


HOW WE CAN HELP?

The team at Money Box Financial Planning can help you understand, grow and
manage your superannuation.

We can help you:
• Consolidate your super funds and help you save on fees
• Identify investment options tailored to your goals and risk profile
• Review your concessional and non-concessional contributions to super
• Identify strategies to help boost your superannuation
• Enjoy the benefits of salary sacrifice
• Understand your insurance options within superannuation
• Determine if you have the correct beneficiary nominations in place
• Determine whether a self-managed super fund (SMSF) is right for you.


HOW TO FIND YOUR LOST SUPER?

If you think you may have lost track of your super then you have access to
services to help you find your lost accounts.

• ATO’s SuperSeeker service

This service searches the Lost Members Register and other ATO records, such as
ATO-held super accounts and unclaimed super money, for your lost super accounts.
You can also use the phone service (13 28 65).

• myGov

You can use the ATO’s myGov service to see details of all your super accounts,
including any you have lost track of or forgotten about. You will need to create
a myGov account and then link your account to the ATO service.

• Previous employers

Ask your previous employers for the names of the super funds that received
contributions on your behalf.

Call us on 1300 660 545 for more information about how we can help you make the
most of your superannuation.

Close


RETIREMENT PLANNING

At Money Box Financial Planning we want you to enjoy your best life in
retirement.



Retirement means different things to different people. For some, traveling
around in Australia in a caravan is a life-long dream but for others flying at
the pointy end of the plane and staying in 5-star hotels around the world is
more how they see life after work. Or maybe spending more time with the
grandkids or volunteering in your local community rate high on your list of
retirement goals.

We all have different ideas of what the second half of our lives looks like and
that’s why planning for your retirement is so important.


WHY IS RETIREMENT PLANNING IMPORTANT?

We are living longer and for most of us compulsory superannuation payments or
the Age Pension alone won’t be enough to help us achieve the retirement
lifestyle we’re dreaming about.

Putting a long-term financial plan in place will provide you with the comfort of
knowing that you can do all those things that you dreamed of and that your
financial future is under control.


HOW WE CAN HELP

Money Box Financial Planning Financial Advisers can help you work out how much
money you have now, how much you might have in the future and where it is coming
from.

We will help you:

 * Identify your retirement goals
 * Review your income and cashflow requirements
 * Identify what assets (house, savings, investments) you have and how much they
   are worth
 * Assess how much super you have and when you can access it
 * Find ways to grow your retirement income
 * Put plans in place to make your money last in retirement
 * Determine when you can apply for the age pension and whether you are likely
   to be eligible.
 * Review your estate planning

Please contact one of our qualified Financial Advisers at Money Box Financial
Planning on 1300 660 545 to discuss your retirement planning needs.

Close


RETIREMENT PLANNING

At Money Box Financial Planning we want you to enjoy your best life in
retirement.



Retirement means different things to different people. For some, traveling
around in Australia in a caravan is a life-long dream but for others flying at
the pointy end of the plane and staying in 5-star hotels around the world is
more how they see life after work. Or maybe spending more time with the
grandkids or volunteering in your local community rate high on your list of
retirement goals.

We all have different ideas of what the second half of our lives looks like and
that’s why planning for your retirement is so important.


WHY IS RETIREMENT PLANNING IMPORTANT?

We are living longer and for most of us compulsory superannuation payments or
the Age Pension alone won’t be enough to help us achieve the retirement
lifestyle we’re dreaming about.

Putting a long-term financial plan in place will provide you with the comfort of
knowing that you can do all those things that you dreamed of and that your
financial future is under control.


HOW WE CAN HELP

Money Box Financial Planning Financial Advisers can help you work out how much
money you have now, how much you might have in the future and where it is coming
from.

We will help you:

 * Identify your retirement goals
 * Review your income and cashflow requirements
 * Identify what assets (house, savings, investments) you have and how much they
   are worth
 * Assess how much super you have and when you can access it
 * Find ways to grow your retirement income
 * Put plans in place to make your money last in retirement
 * Determine when you can apply for the age pension and whether you are likely
   to be eligible.
 * Review your estate planning

Please contact one of our qualified Financial Advisers at Money Box Financial
Planning on 1300 660 545 to discuss your retirement planning needs.

Close


WEALTH PROTECTION

Life takes twists and turns that we can’t always see coming. That’s why it’s so
important that we are prepared for life’s emergencies. You don’t want to leave
it to chance.



An accident, sickness or death of a working age parent will almost always have a
significant impact on the financial circumstances of the family. Despite this
Rice Warner Actuaries calculate that over 95 per cent of families do not have
adequate insurance.

Having the right insurances in place can help protect your family and your
income if the unexpected occurs.

There are different types of cover that fall under the broad heading of life
insurance:

 * Life cover – also known as term life insurance or death cover, pays a set
   amount of money when the insured person dies. The money will go to the people
   you nominate as beneficiaries on your policy.
 * Total and permanent disability (TPD) cover – covers the costs of
   rehabilitation, debt repayments and the future cost of living if you are
   totally and permanently disabled. TPD cover is often bundled together with
   life cover.
 * Trauma cover – provides cover if you are diagnosed with a specified illness
   or injury. These policies include the major illnesses or injuries that will
   make a significant impact on a person’s life, such as cancer or a stroke. It
   is also referred to as ‘critical illness’ cover or ‘recovery’ insurance.
 * Income protection – replaces the income lost through your inability to work
   due to injury or sickness.


HOW WE CAN HELP

Money Box Financial Planning has access to a large range of insurers and we can
tailor your wealth protection plan to suit your circumstances. We will make the
insurance process as simple as possible and help you get the right cover to
protect you and those you love with a financial safety net in the event that the
unexpected occurs.

Please call us on 1300 660 545 to discuss.

Close


WEALTH PROTECTION

Life takes twists and turns that we can’t always see coming. That’s why it’s so
important that we are prepared for life’s emergencies. You don’t want to leave
it to chance.



An accident, sickness or death of a working age parent will almost always have a
significant impact on the financial circumstances of the family. Despite this
Rice Warner Actuaries calculate that over 95 per cent of families do not have
adequate insurance.

Having the right insurances in place can help protect your family and your
income if the unexpected occurs.

There are different types of cover that fall under the broad heading of life
insurance:

 * Life cover – also known as term life insurance or death cover, pays a set
   amount of money when the insured person dies. The money will go to the people
   you nominate as beneficiaries on your policy.
 * Total and permanent disability (TPD) cover – covers the costs of
   rehabilitation, debt repayments and the future cost of living if you are
   totally and permanently disabled. TPD cover is often bundled together with
   life cover.
 * Trauma cover – provides cover if you are diagnosed with a specified illness
   or injury. These policies include the major illnesses or injuries that will
   make a significant impact on a person’s life, such as cancer or a stroke. It
   is also referred to as ‘critical illness’ cover or ‘recovery’ insurance.
 * Income protection – replaces the income lost through your inability to work
   due to injury or sickness.


HOW WE CAN HELP

Money Box Financial Planning has access to a large range of insurers and we can
tailor your wealth protection plan to suit your circumstances. We will make the
insurance process as simple as possible and help you get the right cover to
protect you and those you love with a financial safety net in the event that the
unexpected occurs.

Please call us on 1300 660 545 to discuss.

Close