Full online financial planning, fee for service, no upfront or exit fees on investments
 

 

Key Service Features

Fee for service structure

No entry or exit fees on

     implementation

Designed for time poor professionals

Holistic planning

Services Explained
Our full financial planning services will cover the following areas:

 

Risk Profile Analysis

Investment Recommendations

Superannuation Advice

Retirement Advice

Risk Management

  Estate Planning

 

 

 

 

 

Superannuation Advice

 

Superannuation Advice

Superannuation is recognised as an integral part of our financial security for the future. Still many of us are not aware of what it involves or how we can be more involved in this major life investment. Your National Financial Solutions (NFS) Financial Adviser will review your personal or corporate superannuation arrangements to explain how your superannuation investment can be arranged to meet your expectations: make sure your investment options complement your risk profile and assist you in the creation of a comprehensive superannuation strategy for your retirement. Depending on your circumstances we will examine the following:

  • Asset Allocation of current superannuation

  • Current superannuation retirement projections

  • Salary sacrifice strategies

  • Reasonable Benefit Limits

  • Spouse Contributions

  • Government Co-Contributions

  • Self Managed Super Funds

Other Areas of Interest

   Risk Profile Analysis

   Investment and Research

   Superannuation Advice

   Retirement Advice

   Risk Management

 

 

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