Development of a Financial Planning Strategy
- Review of Existing Financial Position
- Financial Projections including future Cash Flow, Assets Value, Centrelink Benefits and Taxation
Investment Advice
- Investment Selection and Portfolio construction
- Investment Portfolio Monitoring and Management
- Regular investment and savings plans
- Optimum Asset Allocation and Risk Profiling
- Portfolio Administration and Record Keeping
- Share Trading Advice and Advice on Direct Investments
- Cash Investments Advice
- Fixed Interest (Defensive) Investment Advice
- Advice on Managed Funds and Alternative Investments
- Structured investments and 100% Capital Protected Investments
- Advice on Managed Investment Schemes
- Discretionary Portfolio Advice
- Advice on Corporate Actions
- Access to Research from leading research and broking houses in Australia
Cash Flow Management Advice
- Budgeting
Lending
- Margin Lending and Investment loans
Superannuation Advice
- Review of Existing Superannuation Funds
- Superannuation Rollover and Consolidation Advice
- Super Wealth Accumulation
- Self Managed Superannuation Funds (SMSF)
- Advice on Borrowing in SMSF
- Superannuation Tax Planning
- Overseas Pensions Transfer
- Advice on Pre-retirement Income including Transition to Retirement Advice
- Salary Sacrifice
- Government Co-contributions
Retirement Planning Advice
- Retirement Income Streams
Advice to Self-employed
- Financial Planning Strategies for small business owners
- Succession Planning
- Small Business CGT Concessions
Estate Planning
- Advice to immediate family members
- Intergenerational Wealth Transfer Advice
Personal Insurance Advice
- Review of Existing Insurances
- Income Protection Advice
- Advice on Life, Total and Permanent Disability and Trauma Insurances
Business Insurance Advice
- Asset (Capital) Protection
- Revenue Protection
- Ownership Protection
Gearing and Wealth Creation Strategies
Debt Management Advice
Separation / Divorce Management Advice
Financial Advice to Expats and Australians living overseas
Advice to Public Servants
Tax Optimisation and Contribution Strategies for High Income Earners
Review of Current Tax Structures and Strategies
Salary Packaging Advice
Centrelink Liaison and Social Security Advice
Aged Care Advice
Access to other Professional Advisers, such as Accountants and Lawyers
Notification if there are any Legislative and Regulatory Changes and their impact
Educational Seminars on Investment Markets and Financial Strategies
Unlimited Phone Access to your Financial Adviser
Unlimited Email Access to your Financial Adviser
“Lifestyle” Quarterly Client Magazine
Online Monthly Newsletter
Bi-annual “Times” printed Newsletter
Client Events
Please contact Natallia now for an obligation free consultation
