Our services
Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our services include:
- wealth creation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
- debt management
- retirement planning — we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
- personal risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.
- business risk insurance — such as key person insurance.
- superannuation — superannuation is a great way to maximise your retirement savings. Casey Financial Planning can help you make the most of government incentives including effective taxation treatment.
- self-managed superannuation funds
- pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
- estate planning — working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
- access to buying and selling shares — shares can play an important part in any wealth accumulation strategy.
- investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
- redundancy advice — if you’re about to receive a payout (or already have received one), we can help you maximise the effectiveness of your payout and prepare for your next job.
Through our relationship with Casey Partners Pty Ltd we can also provide accounting services that are integrated with your overall financial plan.