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Services

Retirement Planning

Thanks to our high standard of living and medical advances, Australians are living longer than ever before. Are you financially prepared to live a comfortable life after you’ve retired?

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Superannuation

For many working Australians, superannuation can be an effective way to secure your financial future in retirement. It’s important to regularly review your superannuation fund and level of contributions to ensure your fund is on track to help you reach your retirement goals. 

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Investments

Investing can help build enough wealth to provide financial security and a comfortable lifestyle but it can be complex and there are many options to choose from, so it is important that you have the right financial advice.

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Business Planning

For many business owners, the daily demands of running a business leave little time for long-term planning. This can place your business in a vulnerable financial position if there is a change in ownership or misfortune strikes.

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Insurance

While many people insure their home, car and possessions, it is arguably even more important to make sure your family and lifestyle are protected from financial misfortune.

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Estate Planning

It will undoubtedly be a difficult time for your family and loved ones when you die. However, with sound estate planning, you can ease their burden by ensuring that your affairs are managed by someone you trust, your assets are transferred according to your wishes, and any tax liabilities are minimised.

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Other Services

Additional services include, Salary sacrificing, Retrenchment, Social Security, Aged Care and other speciality services. 

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To find out how Fina Financial can assist, speak to one of our financial advisers today

Authorised representative of

Crown Wealth Group Pty Ltd

ABN: 22 603 037 510,

AFSL No. 494274

 

Fina Financial Pty Ltd 

ABN: 35 103 592 810,

CAR No. 235 481

© 2020 Fina Financial Pty Ltd. 

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