Finsura Financial Planning & Risk and its Financial Advisers are Authorised Representatives of RI Advice Group Pty Ltd (ABN 23 001 774 125, AFSL 238429).
We are authorised to provide financial product advice to my clients and deal in:
- Deposit and payment products
- Life investment or life risk products
- Interests in managed investment schemes, including investor directed portfolio services (IDPS)
- Retirement savings accounts
The services we are able to offer to our clients are:
- Investment strategies including gearing and savings plans
- Budget and cash flow planning
- Debt management
- Superannuation advice, including salary sacrifice and consolidation strategies
- Personal insurance strategies
- Centrelink / DVA advice
- Retirement planning advice
- Estate planning advice
- Advice on ownership and structures e.g. discretionary and family trusts
- Portfolio review services
- Ongoing advisory services
- Referrals to specialists e.g. finance brokers, accountants, solicitors
Seeking professional help to achieve your financial goals is an important investment in your future. Finsura are committed to working with their clients to define their goals and to construct a financial plan designed to meet your requirements. All new clients are offered a free initial appointment without obligation.
If you would like a fresh perspective on any of your insurance or financial planning matters, please do not hesitate to contact us on 1800 252 712.
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