In Your Interest Financial Planning

About

Welcome ~ In Your Interest Financial Planning and Insurance Brokers are here to help you to make money, keep money and enjoy the process.

We set up the company to be free from outside influences and financial institutions. This allows us to act solely In Your Interest.

Our services include Wealth Creation (growing and maximising what you have and will have) and Insurance (protecting what you have or will get).

We make regular visits to clients in an area spanning from Coffs Harbour to Brisbane. This includes Lismore, Gold Coast, Coffs Harbour, Bangalow, Byron Bay, Ballina, Murwillumbah, Tweed Heads and Kingscliff region. We also travel interstate for our other clients by appointment.

PERSONAL INSURANCE SERVICES including:

- Life Insurance

- Income Protection Insurance - Income Insurance

- Trauma Insurance - Critical Illness Insurance

- Total and Permanent Disability Insurance - TPD

- Business Expenses Insurance

- Group Insurance

As a life insurance agent with no ties to any insurance company we can improve your existing policy 80% of the time or offer you a very good new policy.

For those with cash flow issues it is interesting to note that in many cases you can pay for your insurance via your superannuation account.

We only use the most reputable insurance companies, which are:

AIA - AMP - Asteron (Suncorp Metway) - AXA - BT (Westpac) - Comminsure - Metlife - MLC (NAB) - OnePath (ANZ) - Tal (Tower) - Zurich

WEALTH CREATION SERVICES including:

- Financial Advice / Financial Planning

- Investment Advice including Wrap Accounts and Shares

- Investment Advice including Bonds and Fixed Interest Investments

- Superannuation both in and out of Self-Managed Superannuation Funds (SMSF)

- Financial, Tax and Strategic Advice

- Retirement Planning including Transition to Retirement

- Retirement Modelling - will you have enough for your needs?

- Estate Planning

- Ongoing Portfolio Monitoring

Please contact us for an obligation free consultation.

You can also visit our website for more information.