Financial Planning Expert Pty Ltd

About

We are an independent financial planning firm. This makes us different from other firms. Being independent means we can provide the best advice to all clients under all circumstances. Best advice is what we stand for.

We can assist singles, families and businesses with comprehensive financial advice services including:

Goal Setting

Budgeting & Cashflow Management

Financial Strategies (e.g. tax minimisation)

Investment Strategy & Advice

Asset Allocation

Financial Structures (e.g. company, trust)

Asset Protection (e.g. divorce, bankruptcy)

Income Protection & Life Insurance

Business Insurances (e.g. key person, share purchase)

Business Succession Planning (e,g. retirement, death, disability, traumatic illness)

Government Entitlements (Centrelink)

Retirement Planning & Superannuation

Self Managed Superannuation Funds (SMSFs)

Estate Planning (e.g. Will's Power's of Attorney, Superannuation Death Benefit Nominations)