Paul Moran - Our Services

Our Services

Financial Planning
Our office provides a full range of Financial Planning services. We believe that the financial planning process should be 'goals based', and therefore it is vital that we clearly identify your financial goals and objectives.

Some clients require very specific information, or advice concerning only a part of their financial position, and we are happy to also provide limited advice in these circumstances. Naturally, we expect to monitor and review any recommendations we make to ensure that they continue to deliver the outcomes for which they were designed.

Superannuation and Retirement Planning
Superannuation is a complex and confusing area. We are experts in this field and can offer advice on contribution levels, which fund best meets your needs, tax planning, and Retirement Income Streams and pensions.

Additionally, we can advise whether a self managed superannuation fund might be appropriate for you. In general, we recommend that clients remain with their existing superannuation provider if they are delivering what you expect. We will only recommend a change if the current fund is not meeting your expectations regarding fees, flexibility, investment choice, tax management or insurance needs.

Your Personal Insurance Needs
The foundation of any comprehensive financial plan is the protective mechanisms built into it. For anyone who is financially unable to retire (or who does not have the financial resources to provide for themselves without employment), this generally indicates the need for a personal insurance review.

Our specialist advisers can fully assess your, and your dependents, needs to identify any shortfall in your existing cover. We then make recommendations that will provide the protection you require.

More on Financial Planning Process

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