Financial Professionals
Financial Professionals and Investment Professionals are a
privately owned financial planning group, offering a fully integrated and
holistic approach to reaching your financial goals. Our services are tailored
to suit your specific needs.
Whether you are just starting to build upon savings or are
on the verge of retirement, Financial Professionals strives to provide the best
solutions to achieve your future personal and financial success.
Financial Professionals offers a wide range of integrated
services and works with you to set goals, maintain direction and achieve your
lifetime objectives. Our consultants pride themselves on determining the right
strategies that will meet your unique set of circumstances. Our aim is to
become your valued advisers who you can trust with your affairs as they
progress over time.
We are not affiliated to any financial institution and are
therefore free from conflict of interest with third parties. We offer a
complete range of services that can be tailored to your financial position, and
a full selection of investment options. The Financial Professionals Group’s
remuneration is based on a fair fee for service principle and is structured to
protect the clients’ interests at all times.
Our aim is to keep you in control of your affairs and
investments whilst we provide full support and assistance.
·
Investment Strategy and Recommendations
·
Investment Portfolio Management
·
Superannuation
·
Self Managed Funds
·
Retirement Planning
·
Allocated Pensions and Roll-over Advice
·
Life, Trauma and Disability Insurance
·
Business Insurance
·
Security trading
·
Personal Financial Management
·
Tax Planning and Structuring
·
Cash Flow Projection and Management
·
Finance and Margin Lending
·
Succession / Estate Planning
·
Business Advice
We prepare an individual financial management plan that
takes into account your short, medium and long term financial goals. We
recommend strategies, structures and procedures so that these can be achieved.
The detail we go into in this process reflects our experience and multidisciplined
approach. We then agree on what level of on-going service is appropriate to
maintain your direction. We meet with you as regularly as you need to address
the inevitable changes in your circumstances and new developments as they
occur.