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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 two 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.


 



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, Madison  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  Madison Financial Group Pty Ltd
                  Level 12, 20 Hunter Street, Sydney, NSW, 2000 ABN 36 002 459 001  AFSL 246679
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