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Financial Planning & Advice

Our Financial Advice Division offers strategic financial advice and solutions to meet your objectives — from budgeting and retirement planning to estate planning, superannuation, insurance and investment advice.

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Life & Retirement

4 services

Life & Other Personal Insurances

Protect what matters with cover tailored to your life stage and commitments.

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Retirement Planning

A clear, staged plan for the retirement lifestyle you want to fund.

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Retirement Savings Accounts

Advice on RSA products and how they fit your retirement strategy.

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SMSF Advice

Guidance on establishing and running a self-managed super fund with confidence.

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Investments

3 services

Managed Investment Schemes

Advice on managed funds aligned to your goals and risk profile.

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Stocks, Bonds & Government Debentures

Direct investment advice across equities and fixed-interest securities.

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Standard Margin Lending Facilities

Understand the opportunities and risks of borrowing to invest.

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Super & Estate

2 services

Super Advice

Make the most of superannuation contributions, structure and strategy.

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Estate Planning

Ensure your wealth passes to the right people, the right way.

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Free 30-min consultation

Not sure what you need?

Tell us where you’re at and we’ll point you to the right service — and the specialist who handles it.

  • A 30-minute call, no obligation
  • A clear read on where you stand
  • The right specialist for your situation
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Talk to a financial adviser today

Every strategy starts with a conversation. Book a free, no-obligation 30-minute consultation with one of our FASEA-qualified advisers.

Book a Free Consultation