Financial Planning Division

Financial Planning Services
We are a founding member firm of
Premium Wealth Management Ltd, an Australian Financial Services Licensee pursuant to section 913B of the Corporations Act, 2001 and are available to assist with those investment decisions necessary to create wealth and to plan for a retirement lifestyle that will meet YOUR needs. As Authorised Representatives we will devise A PLAN WHICH WILL PUT YOU IN CHARGE OF YOUR FINANCIAL LIFE.

Finance Requirements
We are able to assist you to gain access to your finance requirements by referring you to licensed specialist advisers. The range of services include:
Home Loans
Business Loans
Leasing Finance for Equipment and Motor Vehicles
Hire Purchase
Equity Loans

Investment Reviews
We will regularly fine tune your portfolio to adapt to any changes in your life and to adjust for any major changes in the financial market place.

Our aim is to assist you in keeping your financial plan as tax effective as possible etc and We offer you an ongoing service which assists you in fine tuning your portfolio etc.

Managed Investments
We advise on a full range of managed investments backed by an external research process. This enables us to give you a well researched recommendation for investing your funds.

Administration Services
We have arrangements with various providers of investment administration services (commonly referred to as “wrap accounts”) which allow access to wholesale investments otherwise not available to retail investors and superannuation investment for those not wanting the responsibility of their own self managed fund.

Risk Insurance
We can arrange Risk Insurance to cover your needs relating to:
Salary Protection
Life Cover
Trauma Cover
Business "Buy Out" Protection

Warning: Any advice included in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, you should consider whether it's appropriate to you ,in light of your objectives, financial situation or needs. If the advice relates to a product that has a Product Disclosure Statement, then you should obtain a copy of that document before making any decision about whether to acquire the product.

Premium Wealth Management LTD AFSL No:237498