Fixed Price - Fee For Service Financial Planning Advice.
At any time you can contact us to receive financial planning advice based on our fixed price
schedule on a fee for service basis financial planning.
Because it's all about choice, we are flexible with your payments, you can:-
- make payments by cheque
- use trailing commissions
- or in some cases debit your super fund
- or a combination of the above
We can discuss which is the most tax effective choice for you.
We provide financial planning advice by a
CERTIFIED FINANCIAL PLANNERTM
(CFP®)
in the following areas on a fee for service basis:
- Financial Planning Strategies
- Superannuation Funds
- Superannuation advice
- Super Funds
- Allocated Pensions
- Transition to Retirement Allocated Pensions
- Non Commutable Allocated Pensions
- Retirement Income Advice
- Age Pension
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- Centrelink
- Managed Investments
- Managed Funds
- Life Insurance
- TPD Insurance
- Income Protection Insurance
- Trauma Insurance
- Disability Insurance
- Salary Continuance Insurance
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