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Financial Planning

At Accountcorp Financial Planning we listen to our clients to find out what it is that's important to them. We then work with them, side by side to bring their dreams to life.

Our success is based upon your success. We delight in seeing our clients take that planned holiday, make a purchase of a new caravan or just feeling that peace of mind that their money worries are over.
  
We believe that you are more likely to meet you goals by reviewing your financial plan regularly. We consider changes to government legislation, changes in your personal circumstances and consider new opportunities as they arise.

We offer three different ongoing service packages:

 Optimise

This is our premium service and is ideal for clients who like to actively be involved with their affairs. This could be someone who is transitioning to retirement, wants to actively trade shares, holds an self managed super fund or who has a complex portfolio.


 Enhance

This is our all inclusive package that give you access to all our financial planning services. This is perfect for the client who needs to review their situation on an annual basis. This could be someone who is transitioning to retirement, has built significant wealth, and someone who wants to ensure their investments remain on track to achieve their goals.


 Support

If you are just starting out or have limited need for ongoing services then this would be suitable for you. This service is designed for clients who wish to pay a fee that covers limited ongoing services, such as someone saving for a deposit for their first home, at the early stages of their career or someone looking for an insurance solution only.

 

 

 

 



Disclaimer: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Your Adviser may offer you services through Accountcorp Accountants & Advisers which is a separate business.

Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services provided by Accountcorp Financial Planning Pty Ltd.

Accountcorp Financial Planning Pty Ltd is a Corporate Authorised Representative of Securitor Financial Group Ltd Tower 2, International Towers Sydney, 200 Barangaroo Avenue Barangaroo NSW 2000
ABN 48 009 189 495            AFSL 240687
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5 Min Financial Health Check
Because we know your time is precious we've prepared a 'quick-and-easy' questionnaire.

We would like to invite you to complete a complimentary '5-Minute Financial Health Check' to determine your financial priorities.

This is the first step in taking control of your financial future Read more >>