Strategic Financial Planning

 

What we provide our clients when it comes to strategic financial advice. Rather than looking at financial advice from a product point of view we look at it from holistic big picture view, and provide advice on strategies to improve your financial health and meet your financial goals.

 

Our Strategic Financial Advice is all about where you are going and how you get there. 

 

Advice we provide.

  • Is Self-Managed Superannuation suitable for you
  • Your existing superannuation in relation to setting up an SMSF
  • Setting up and administering superannuation contributions and pensions
  • Retirement planning
  • Personal insurance; do you have the right amount and types of cover to protect yourself and your family
  • Advice on how investments, managed funds, direct equities and interest bearing accounts fit within your financial goals. Are they right for you, how to diversify to manage risk.
  • Are your investments helping you reach your financial goals
  • SMSF investment strategies, that do more than tick the box

If you have any questions please contact one of our financial advisors, Lorraine, Cameron or Christopher.

Contact our team today for more information 

 

Download our financial services guide.

 

Our privacy policy

 

Our disputes procedure

 

Acumen Accounting & Business Services Pty Ltd is a Representative of Osuper Pty Ltd which holds an Australian Financial Services License, No.:488628.