Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. Our Financial Planning team can provide professional and sound advice to guide you through this process.
We advise on the following:
- Deposit Products;
- Share Market Investments;
- Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self-Managed Superannuation Funds;
- Tax Effective Investments;
And by referral:
- Managed Investment Schemes including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts;
- Mortgage Lending;
- Retirement Planning including aged care and estate planning;
- Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance;
- Margin Lending (subject to client understanding of Margin Lending Gearing).
Griffiths Financial Planning Pty. Ltd. is Corporate Authorised Representative No.1239347 of InterPrac Financial Planning Pty. Ltd. (AFSL 246638).