FINANCIAL PLANNING ADVICE

We are now able to offer financial planning advice. Our knowledge of your financial affairs gained through preparing your Income Tax Returns and Financial Statements can now be used in a cost effective manner to assist you in planning your financial future.

We will continue to charge fees based on our normal hourly rates for these services. Any commissions that may be paid to us by various financial institutions will be fully rebated to the client.

We can assist you in establishing and maintaining a Self Managed Superannuation Fund. You can decide exactly how your money will be invested according to your risk profile and your interests.

We can assist you with your retirement planning. If retirement is still some time away we can advise on how much you will need to maintain your lifestyle. If you retire tomorrow we can advise on how to best invest your funds to provide funs to maintain your lifestyle.

There are a number of different insurances that you should consider in order to cover you and your dependants against the effects of your death, disablement or sickness. We would be pleased to discuss the benefits and costs of each of these insurances.

 Please phone, fax or email your enquiry to Ralph Merrell