A financial planner’s role isn’t limited to developing investment strategies, Planwise can also help you set realistic goals and provides wide ranging advice on issues including:
- Retirement Planning
- Wealth creation strategies
- Insurance
- Superannuation strategies
- Self managed superannuation
- Cash flow management and budgeting
- Maximising Centrelink Entitlements
- Business succession planning
What you can expect from your adviser
- The benefit of over two decades of experience in assisting clients with their financial affairs.
- Superior service, assistance and personalised advice relevant to your situation
- A high level of accessibility and timely responses.
- Face-to-face progress review discussions and strategy meetings each year.
- Rebalancing advice for your investment portfolio to ensure continued suitability in line with your selected investment asset allocation.
- Assistance with implementation and integration of any recommendations made regarding your portfolio.
- Access to new investment opportunities and strategies as they arise.
- Proactive contact from your adviser regarding any relevant matter concerning your portfolio or financial situation.
- Prompt responses to all phone & email queries.
- Ongoing consultation and discussion with fund managers, industry experts and research companies to ensure access to the most up to date and effective strategies and products.
are certification marksowned outside the US by the Financial Planning
Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP
marks in Australia, through agreement with the FPSB.