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Financial, Insurance and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

We offer financial planning services via Griffin Financial Advisory Pty Ltd that covers

  • Debt Management through access to very competitive rates: Current variable home loan rate is 5.23% as at 10 December 2012 backed by a major bank
  • Wealth Creation
  • Personal Insurance (Life, TPD, Trauma or Critical Illness, Income Protection and business expenses) to cover your income needs and leaving a legacy for your loved ones
  • Retirement Planning for the long and satisfying third stage in your life
  • Estate Planning to ensure the right assets move to the right hands at the right time tax effectively
We provide a three stage service in financial planning:
  • Initial financial advice 
  • Implementation of financial plan 
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, and managed investment funds to name a few.

 

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