Elder Financial Planning
An authorized representative of Elders Financial Planning, offering Superannuation, Share investments, managed Funds, Retirement planning and wealth protection. So before you make an investment choice talk to Kevin and he will fix your lifestyle.
Ph: (07) 41830202
Who is Elders Financial Planning?
Elders Limited has been servicing Australians since 1839 and today has over 400 locations Australia wide. Elders commenced providing services to rural producers and now provide services in Banking, Insurances, Real Estate, Financial Planning and Finance.
Elders Financial Planning was established in 1995, and in late 2009, was excited to announce a change in ownership to a joint venture between Elders Rural Services and Millennium 3 a subsidiary of OnePath Australia Ltd, one of Australia’s leading fund managers, life insurers and superannuation providers.
Elders Financial Planning is advice focused, with a strong emphasis on solutions and service. Our advisers provide a high level of professional excellence with a commitment to a long term successful partnership.
How a Financial Planner can help you
Financial Planners are qualified to offer advice on a wide range of financial matters and can offer expertise, information, guidance and support in a number of areas including,Budgeting and Saving, Wealth Accumulation, Investing, Debt Management, Protecting yourself and your family, Protecting your assets, Superannuation, Retirement Planning, Succession Planning, Estate Planning, Personal and Business Finance
When to see a Financial Planner
There is no one best time to see a Financial Planner but professional advice and assistance is available for situations during your lifetime, including:
Saving and Budgeting
Taking out a loan
Buying or Selling a property
Getting Married
Having Children
Educating your children
Making sure you, your family and your assets are protected
Looking to invest
Changing jobs
Redundancy
Selling your business
Succession planning for your business
Retiring or considering retirement
Financial Planning is relevant throughout all stages of life. Our advisers will work with you to plan and achieve your goals during your working life and help you minimize tax and maximise your retirement wealth.
How to get started
You can phone our friendly staff on (07)4183 0202 to arrange a free, no obligation* appointment, or call in to our office at 74 Torquay Road Pialba. ….Surely your future is worth considering!
Ph: (07) 4183 0202
AFSL 224645
74 Torquay Road
Pialba Qld 4655
