As planning for your future is not a "one-off" task, we as your advisors can assist you in all stages of your investment cycle.
We provide a full spectrum of Financial Planning services either directly by David Perrott (as an Authorised Representative of Great Southern Securties Pty Limited (AFS Licensee 240788) or through one of our strategic alliances including:
- Budgeting
- Retirement planning
- Savings & wealth creation strategies
- Salary packaging & tax effective investment planning
- Financial planning following redundancy
- Managed investment advice
- Tax effective investment products
- Direct (Shares & Bonds) investment advice
- Allocated pensions
- Superannuation advice (DIY, Self Employed & Rollovers)
- Investment transaction services
- Life & income protection assessment
- Master trust & wrap account services
- Estate planning
In general, most clients will participate in the complete Financial Planning Process which is as follows:
- Initial meeting(s)
- Preparation of investment strategy & financial diagnosis report
- Meeting - Investment strategy & financial diagnosis report presentation
- Preparation of financial plan
- Meeting - financial plan presentation
- Financial plan implementation
- Ongoing reviews (quarterly, half yearly or annualy)
- Regular diagnosis & update
The initial meeting is free and all fees for advice will be agreed upon prior to any commitment from you.
"Invest in Your Future"
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FINANCIAL PLANNING SERVICES