What Financial Services do we offer to Individuals?

We offer a broad range of wealth creation strategies to individuals, which include advice on:-

• Investments
• Superannuation
• Wealth Accumulation Strategies
• Tax Effective Strategies
• Life, Trauma & Income Protection Insurances
• Pre-Retirement & Retirement Planning
• Self Managed Superannuation Funds & administration of the same

What Financial Services do we offer to Companies & Staff?

We offer corporate and executive services to companies and to your employees, so you can leave all the challenges of operating your business to us. We offer advice on: -

• Salary Packaging
• Corporate Superannuation and schemes for larger employers
• Succession Planning for private companies
• Redundancy and/or retrenchment support for employees

Our Consultations & On-Going Advice is FREE!

We provide a free consultation to discuss your needs, priorities, goals and concerns. We will then make professional recommendations and explain the nominal associated costs, obligation free. Is 30 minutes of your time worth finding out how you can improve your life for ever?

Our principal financial advisor is degree qualified and is an authorised representative of "Financial Planning Services Australia Pty Limited" (FPS) - an independent dealer group.

For more information, if you require financial advice specific to your circumstances or would like an obligation free consultation, please call (02) 9434 2400 today.