Pakenham & Warragul
All enquiries & appointments (03) 9067 6999
Our goal is to provide a Financial Planning service that you will be delighted in recommending to others.
Service and honesty. Two very basic tenets that form the foundation of our business and the two principles that will ensure you get what you want from your financial planner.
We believe that the success of our business is a direct result of the success of our clients.
Implementing your wealth strategy, your protection strategy or reviewing your portfolio puts us in a privileged position. We understand the responsibility that comes with the trust you have put in us and repay that trust by “putting you first.”
What does that mean to you? To us it means that the only consideration in making a recommendation to you is that it is in your best interests and helps you to achieve your goals.
With offices in Beaconsfield, Cranbourne and Pakenham, we make Financial Planning easily accessible in the South East.
We specialise in People! People just like you.
Financial Planning is not about reciting the text books and knowing the rules, its about applying the knowledge in the real world. Your world!
We know the complicated technical strategies, we understand investment concepts and we have the software to analyse your options or compare investments or insurance companies. Every competent Financial Planner should.
Our skill is to get to know you and understand what you need. We explain your options in language you understand to come up with financial solutions to suit your circumstances. You won’t feel like you went along a conveyor belt through the sausage factory. Your plan will be created to fit you rather than you having to fit us!
We believe in the value of advice. Having a superannuation fund that matches your needs and performs competitively is important but that is just a product, a tool. Working out a budget, setting a goal, implementing a strategy and checking you remain on course is what will have the biggest impact on your retirement income!
Our staff are experienced in all aspects of Financial Planning but in particular :-
Superannuation strategies including Self Managed Superannuation Funds (SMSFs).
Retirement income strategies including Transition to Retirement, annuities and pensions and Centrelink entitlements.
Investing, including via listed Shares and managed investments.
Risk protection, both personal and business in the areas of Life Insurance, Income Protection, Trauma and Total and Permanent Disability (TPD).
The information contained in this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Trevor Thompson, Stefan Rose and Insight Wealth Partners Pty Ltd are Authorised Representatives of Synchron, AFS Licence No.243313