Our Services
Let Us Assist You
When you partner with AS Financial Planning, one of our Financial Advisers will review your financial objectives and needs closely. Once the process is complete, we'll deliver a Statement of Advice that outlines all the advice given to you as well as product or service recommendations based on your individual circumstances. We're dedicated to finding solutions tailored just for you!
Rest assured that there are no hidden costs with our services. We're honest about what you will receive for your money. Your Statement of Advice will provide a full overview of any commissions or fees associated with the suggested financial products or services.
Our team of financial specialists are ready to help you achieve your financial goals. We are fully qualified and experienced in a variety of financial services.
What our services cover
- Share Market Investments
- Managed Investment Schemes: Unit Trusts, Direct Shares, Bonds, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts
- Tax Effective Investments
- Margin Lending
- Retirement Planning
- Superannuation: Personal Superannuation, Self Managed Superannuation Funds, Rollovers, Allocated Pensions, Company Superannuation
- Life Insurance Products: Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance