Wealth Creation, Financial Planning & Superannuation Advice
The key to your financial security is planning and commitment.
Apart from finance facilities such as home loans, lines of credit or our saving and investing products we can introduce you to Financial Technology Securities Pty Ltd.
They offer integrated wealth creation,
financial planning
and superannuation advice - plus they can assist with income protection insurance.
| Debt Management |
|
- early mortgage repayment
- responsible borrowing
- borrowing to invest
|
| Estate Planning |
|
- protecting your loved ones
- wills and power of attorney
- life, disability, trauma and income protection insurance
- asset ownership
|
| Budget and Cash Flow Management |
|
- help you to spend less than you earn
- help you make your money work for you
- maintain your lifestyle
|
| Redundancies and Rollovers |
|
- consolidating old super funds
- maximising redundancy payments
- selection of investment options
|
| Pre/Post Retirement Planning |
|
- transition to retirement
- plan for future retirement needs
- monitoring your progress to retirement
- monitoring your needs in retirement
|
| Taxation Planning |
|
- tax effective investing strategies
- tax return preparation
|
| Super and Salary Packaging |
|
- is your super enough?
- getting the most from work super
- salary sacrificing
- setting up group super for your employees
|
Investment Advice and Planning
|
|
- diversifying your investments
- boosting investment lump sums
- ongoing monitoring of your investment needs
|
Financial Technology Securities can also help business owners and managers
with wealth creation, financial planning & superannuation strategies
for business.
Wealth Creation, Financial Planning and Superannuation services
and advice are provided by Financial Technology Securities Pty Ltd ABN 48 097 317 069,
AFS Licence 300219 (Financial Technology). This information has been prepared
without taking into account your individual objectives, financial situation
or needs. You should consider the appropriateness of this general advice
in the light of your own objectives, financial situation or needs, before
acting, as this advice may not be relevant to your circumstances. Prior
to receiving any personal advice from Financial Technology Securities
Pty Ltd – you will need to complete a Data Collection form.
