Our services to Clients

We are not offering get rich quick schemes or attempting the impossible quest of finding the “best” performing investments.  What we do offer are a suite of services designed to organize your finances, simplify your life and protect you from as many potential financial disasters as we can.  Along the way we will set you on a path to eventual financial independence.

We offer the following services to individual clients:

• Financial advisory consultations.
• Advice on Salary packaging, personal budgeting, financial management and savings.
• Advice on savings plans
• Investment, superannuation fund and overall cashflow projections.
• Income Protection Insurance for 75% of your gross income.
• Life insurance, Total Permanent Disablement Insurance & Trauma insurance.
• Superannuation advice
• Advice on Estate Planning and Asset Protection strategies.
• Advice on Retirement Planning.
• Advice on Centrelink Benefits and assistance with applying for them.
• Investment advice including managed funds, listed shares and fixed interest investments
• Ongoing investment reviews

We offer the following services to business clients:

• Advice on Salary packaging.
• Superannuation advice
• Group life insurance advice
• Executive Financial Planning

If you would like to know more about what is involved with any of these areas of advice, please contact one of our Financial Adviser.

Our Financial Planners are authorized representatives of the Licensee Financial Master Plan Pty Ltd 344085