Financial Planning

Financial Planning

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).

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  • Testimonials

    Graeme & Sue Betteridge
    Phil Griffiths has been accountant for our family company and our three siblings for many years and in 2008 setup our SMSF. Phil guided us through the process of setting up a loan through our SMSF for an investment property. After reading about problems other investors have had with SMSF loans for investments, we realise that his complete professionalism has saved us from pain and tax department problems by ensuring all our financial statements and mandatory reporting requirements comply with…
    Graeme & Sue Betteridge