Expert Guidance for Life’s Financial Milestones
Audient Financial provides personalised financial guidance tailored to your unique requirements. Whether you’re starting a family, building wealth, or preparing for retirement, our trusted advisors are here to listen, plan, and guide you toward achieving your goals.
Our Vision
Audient Financials vision is to be Australia’s trusted financial partner, empowering individuals and families to achieve lifelong financial independence, security, and prosperity.
Our Mission
At Audient, our mission is to deliver personalised, transparent, and holistic financial planning solutions that inspire confidence, foster independence, and secure our clients’ financial futures.
We are dedicated to educating, supporting, and guiding clients at every life stage, with a commitment to integrity, innovation, and excellence in financial advice.
Our Purpose
At Audient Financial, our purpose is to empower individuals and families to take control of their financial future with confidence, clarity, and peace of mind.
We are driven by a commitment to foster financial independence, especially for those who may feel underserved or overwhelmed by traditional financial systems. Through personalised, transparent, and expert financial advice, we strive to explain financial planning, making it accessible and meaningful for everyone.
Our aim is to build lasting relationships with our clients, guiding them through every stage of life and helping them achieve their unique goals with a sense of security and fulfilment.
Who Needs Financial Planning Assistance?
Financial planning is essential at every stage of life, but specific milestones often highlight its importance. Here are the types of individuals who would benefit most from Audient‘s professional guidance:
Young Couples and Growing Families
When you’re getting married or starting a family, financial priorities shift. You may be looking to:
- purchase your first home;
- establish a cash flow and budgeting plan;
- save on tax, so you don’t pay more than you need to; and
- safeguard your family from life’s uncertainties with tailored insurance.
These changes require strategic planning to secure your family’s financial future while balancing immediate needs.
Aspiring Investors and Wealth Builders
If you’re thinking about the future, you may want to:
- begin an investment plan to grow and protect wealth; and
- create financial strategies that safeguard your assets against unforeseen risks.
Audient Financial can help you define your goals, assess risks, and maximise growth potential.
Pre-Retirees (Aged 50–55)
Approaching retirement is a pivotal time to assess your financial readiness. Questions to consider include:
- Will you have enough savings to meet your needs?
- How can you secure a reliable income stream in retirement?
- Are you eligible for Centrelink entitlements or other benefits?
This is also the time to optimise tax strategies and address potential tax liabilities from asset sales, such as capital gains tax.
Retirees Managing Long-Term Security
In retirement, ensuring financial stability becomes the top priority. This includes:
- Maximising tax savings to preserve wealth.
- Maintaining a steady income for living expenses.
- Adjusting plans to account for lifestyle and healthcare needs.
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Maximising Centrelink entitlements.
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Estate Planning.
No matter your stage, Audient Financial can provide the expertise to guide you through these transitions, offering peace of mind for you and your loved ones.
Take control of your financial future with personalised, transparent advice from Audient Financial