At Portfolio Planning Solutions we have one precise objective - to help clients achieve their financial goals through the provision of highly personalised advice. To find out who we can help, click here. Financial Planning is a broad term that embraces many different disciplines including taxation, superannuation, retirement planning, investments, insurance, estate planning, and advice on the appropriate form of borrowing facilities. Some advisers offer one or more of these services, but few actually integrate them into one written strategy in the form of a personal financial plan. We are committed to the genuine planning concept and believe that any advice must stand on its own and not be product drive n. We are the holder of Australian Financial Services Licence, Number 255027 which allows us to provide financial product advice on a range of products including deposit and payment products, general insurance, debentures, life insurance, managed investments, securities and superannuation.Our aim is to work closely with our clients’ accountant and other professional advisers to ensure that all areas of concern are covered in one comprehensive financial plan. We believe in working closely with other professional groups in the financial industry and in many cases we offer fee-for service advice in specialty areas. Our philosophy is based on advice not price. Whether it be superannuation planning, investment advice or general insurance, the ultimate success of the plan will be determined by the quality of advice. In order to achieve our objective, our services are provided by competent staff who are suitably experienced and qualified. If you would like to find out more information about our advisers, please click on the names below:
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