Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. We recently added financial planning services to our already bulging portfolio and we are here to help you plan for your future. We can offer you the following services:
SUPERANNUATION
Comparing existing superannuation funds, SMSF comparison and establishment, superannuation rollovers and consolidation.
INSURANCE
We offer advice and help you choose the right products and services in regards to income protection and life insurance.
ESTATE & SUCCESSION PLANNING
We work closely with your legal advisers to ensure that your will and estate plans are up to date and take into account your business succession plan and taxation consequences.
DISCLAIMER
Accounting and taxation services are provided by Howells Accounting Services Pty Limited. Howells Accounting Services Pty Limited and their accountants do not provide financial advice are not Authorised Representatives of Politis Investment Strategies. Howells Financial Services Pty Limited is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, an Australian Financial Services Licence holder, No. 253125. The Financial Planners of Howells Financial Services Pty Limited provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd (www.politis.com.au).