Services

We are authorised by Consultum Financial Advisers to provide financial advice in relation to:

  • Wealth Accumulation
  • Income & Asset Protection
  • Tax Strategies
  • Superannuation
  • Retirement & Redundancy Planning
  • Estate Planning
  • Government Benefits
  • Debt Management

And to provide financial advice and deal in the following financial products:

  • Basic Deposit Products
  • Non-basic Deposit Products
  • Non-cash Payment Facilities
  • Life Products – Investment Life Insurance
  • Life Products – Life Risk Insurance
  • Superannuation
  • Retirement Savings Accounts
  • Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS)
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Securities
  • Standard Margin Lending Facilities