Essentials

Our Pillars of Success

Your economic stability is based on five essential pillars:

  • Cash Flow – the lifeblood of your lifestyle
  • Budgeting – understanding your spend and setting financial goals
  • Superannuation – defining your life in retirement
  • Insurance – protecting you and your assets
  • Debt – financing for now and the future

All five work in harmony so you can build wealth, maintain your lifestyle and protect what’s important to you. Knowing the right balance between these pillars is crucial, as a flaw in one can have long term ramifications on the whole structure.

Your Financial Foundation

The Ebony Rose Group’s Essentials Package is our clients first step to peace of mind. After implementing tailored strategies for our clients, we then monitor and manage their ongoing finances. This means they stay on track to meet their short and long term goals, which helps to set up the platform to build towards their own financial independence.

Services include:

  • Personalised protection strategies
  • Superannuation strategies
  • Cash flow management
  • Tax planning and returns
  • Debt and loan structuring
  • Ongoing monitoring