YOUR Financial Planning
We aim to enhance your financial future! Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. Strategies can be devised to provide a source of income other than your business or employment income, reduce your taxation, create wealth for the long-term or prepare for (or manage) your retirement income.
Our qualified and experienced team are able to discuss your financial options with you and provide you with services that include:
DISCLAIMER:-
Graham Archdall, Jane Stewart and James Mangan are authorised representatives of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, shares and self managed superannuation fund investment advice.
Graham Archdall and James Mangan are authorised credit representatives of Securitor Financial Group Ltd and provides general advice in relation to credit and credit referrals only.
Jane Stewart is an authorised credit representative of Securitor Financial Group Ltd and provides credit advice and assistance.
Your Advisers may offer you services through Burnett Business Centre Financial Planning Pty Ltd and Burnett Business Centre which are each separate businesses.
Although the same Advisers may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice and credit activities provided by the duly authorised representatives.
We aim to enhance your financial future! Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. Strategies can be devised to provide a source of income other than your business or employment income, reduce your taxation, create wealth for the long-term or prepare for (or manage) your retirement income.
Our qualified and experienced team are able to discuss your financial options with you and provide you with services that include:
- Initial financial advice
- Implementation of financial plans
- Ongoing portfolio management and reviews
- Establishment of pensions
- Investment reviews
- Preparation and monitoring of household budgets
- Salary packaging
- Superannuation reviews
- Debt reduction strategies
- Self Managed Super Funds
DISCLAIMER:-
Graham Archdall, Jane Stewart and James Mangan are authorised representatives of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, shares and self managed superannuation fund investment advice.
Graham Archdall and James Mangan are authorised credit representatives of Securitor Financial Group Ltd and provides general advice in relation to credit and credit referrals only.
Jane Stewart is an authorised credit representative of Securitor Financial Group Ltd and provides credit advice and assistance.
Your Advisers may offer you services through Burnett Business Centre Financial Planning Pty Ltd and Burnett Business Centre which are each separate businesses.
Although the same Advisers may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice and credit activities provided by the duly authorised representatives.
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