Financial Planning Services
'Professional Financial Planning
for North East Victoria and Southern NSW.'
SUPERANNUATION
- Self managed funds
- Personal accumulation accounts
- Consolidation - Rollover options
- Industry based plans
- Pension paying complying income streams
FINANCIAL PLANS - FEE OR BROKERAGE BASED
- Client chooses which method best suits their purpose
PERSONAL / FAMILY FINANCIAL PLANNING
- Design of financial plan and follow through action on attaining monetary goals and satisfaction.
DIRECT SHARE MARKET INVESTMENT
- In conjunction with Lonsdale Securities Ltd, 500 Collins Street, MELBOURNE.
- Up to date data on what is hot and what is not
- Comprehensive research on existing companies and/or new floats.
ONGOING REGULAR INVESTMENT REVIEWS
- Several levels, from complete to partial forms of investment review to suit the novice or experienced investor.
- The investor chooses the degree of ongoing service that they require.
RETIREMENT PLANNING
- Social security and complying income streams.
- How best to maximise your social security entitlement.
ESTATE AND SUCCESSION PLANNING
- Planning for business or private succession of interests, in case of premature death.
"Disclaimer: Commercial finance services, detailed below, are offered by Colin Trinnick as a representative of various finance companies and not in his capacity as an Authorised Representative of Lonsdale Financial Group Limited. Lonsdale Financial Group Limited is not responsible for the provision of these services."
COMMERCIAL FINANCE
- Lease, Commercial Hire Purchase and Specific Novated Leasing is available through large reputable companies.