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Financial and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Merit WealthThe financial planners at Clarke McEwan follow the professional standards set down by the Financial Planning Association and are authorised representatives of Merit Wealth Pty Ltd, Australian Financial Services Licensee 409 361.

Clarke McEwan clients receive portfolio reviews that provide ongoing assessment of progress towards their future financial goals.  We have access to not only an extensive product range but also strategy, planning and comparitive market analysis. It is these resources together with our process that ensures the best possible outcomes for our clients' investments.

Our qualified and experienced team are able to discuss with you your financial options, providing a three stage service in financial planning:

  • Initial financial advice
  • Implementation of financial plan
  • Ongoing investment portfolio management

Our easy to understand financial plans give you answers such as:

  • How much do I need to be able to retire?
  • Is there a tax effective way to arrange my finances now and when I retire?
  • How do I minimise risk?
  • How can I get a tax deduction for my life insurance and income replacement premiums?
  • Can I manage my own super fund?

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, managed investment funds and index funds to name a few. We also have our ownin house insurance specialist to assist you in reviewing and selecting the right life insurance policies and level of cover for your requirements.

Don't take unnecessary risks with your future. Allow the professionals at Clarke McEwan to guide you towards achieving your financial goals. Call us today on 07 54754300 to arrange a no obligation consultation with our advisors

 

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