Financial Planning Services

We work with clients, providing quality financial services that are tailored specifically to their needs.

Frank is authorised to provide advice in relation to the following financial products:

• Wealth Creation

  Wealth Building Strategies - outside super

  • Establishing Your Goals 
    
  • Portfolio Construction 
    
  • Asset Selection 
    
  • Targeting Income & Growth  
    
  • Risk Management/Profiling 
    
  • Direct Shares 
    
  • Managed Funds 
    
  • Income Securities 
    
  • Investment Trusts 

• Super/SMSF

  Super Strategies - to your advantage

  • Maximising Contributions 
    
  • Utilizing Small Business CGT Concessions 
    
  • Consolidation of Super Funds 
    
  • Technical Expertise 
    
  • Consulting With your Tax Agent for Best Results 
    
  • Planning your Dream Retirement Lifestyle 

• Retirement Planning

  Creating a happy, prosperous & secure retirement

  • Tax Effective Retirement Income 
    
  • Succession Planning – Small Business 
    
  • Reversionary Pensions to Spouse/Dependent 
    
  • Estate Planning 
    
  • Maximising Age Pension Entitlement 
    
  • Assisting with Centrelink Claims/Administration 

• Coaching/ Counselling/ Ongoing Advice & Support

  Analysing/Reviewing clients financial wellbeing

  Strategic Financial Planning 

  Reviews   

  • Statement of Position
  • Tracking Progress Towards Achieving your Goals 
  • Investment Reviews 
  • Monitoring Outcomes & Adjusting Investment Portfolio’s 
  • Review your Goals

  Change Management 

  • Assessing & Taking Advantage of Tax Changes 
  • Adapting to Investment Market Changes 
  • Active Portfolio Monitoring