Services and Advice

This section provides a brief overview of the services provided by Australian Central Financial Planning.

Investment Planning

You might be looking to build your wealth as part of a longer term retirement plan or as something you can access before then. Either way we can create a financial plan with a mix of investments that’s right for you. If you’re just starting out, we’ll show you how your money can grow over time. If you’re more established, we’ll look at leveraging your existing assets to maximise growth.

A Wealth Management Adviser can tailor a plan that lets you build wealth while still enjoying your life. Someone who will always be there to provide ongoing support to turn your plans into reality.

Life Insurance

We understand what you need from your life insurance. Although most of us don’t like to think about death or terminal illness, we understand that you want financial security for your family and peace of mind for the future. This policy is designed to ensure you have cover when you need it.

You can apply for Instant quotes and online purchase which are available 24 hours a day, 7 days a week. Alternatively call Zurich Australia on 1800 025 015.

Risk and Wealth Protection 

Nobody wants to be involved in an accident and we all hope for good health, but what if something does happen?

Unexpected events are just that, but with proper planning you can feel comfortable that should the worst occur, you and your family’s interests are protected. Australian Central deals with Australia’s leading insurers to offer you simple to understand, effective and competitive products.

Superannuation

We have all heard of superannuation, and most of us have it, but how many of us understand it? For many Australians, superannuation will be their biggest single asset outside their family home. But do you know where your ‘money’ really is? Duplication of fees, inappropriate investment selection or not taking advantage of Government incentives can erode your wealth, meaning you’ll have less money for retirement.

Australian Central has a long history of helping our members build their superannuation balances through maximising contributions, minimising unnecessary costs and balancing investment risks.

Managing in Retirement

A long and happy retirement will be even better with some advice from a financial planning professional. Our Wealth Management Advisers can develop a tax effective income stream while still building on your wealth. Life does not necessarily get simpler just because we’re getting older.

You may need to consider how to maximise your Centrelink entitlements, plan for large future outlays (ie. overseas holidays) or understand the best way to help out family members (ie. grandchildren’s education costs, or to make sure your money is distributed per your willed instructions). Getting the right advice is as important now as it has ever been. Your Wealth Management Adviser is there to help you every step of the way.

Estate Planning

The same care and expertise your Australian Central financial adviser applies to planning your affairs during your lifetime extends to planning the transfer of your assets to your family and other beneficiaries. Don't leave it unattended. Have a plan established to help those you leave behind manage your affairs, the way you would want it.

Workplace Financial Planning

Assisting employees to save for their retirement is becoming increasingly important. Our programs can assist you and your staff with effective options and choices. We can develop corporate plans that provide excellent results for staff whilst providing cost efficient benefits to your business.

Corporate Superannuation Services and Support

Australian Central believes people should have adequate advice and support with their superannuation. That's why we help members and clients directly as well as helping employers manage their superannuation schemes.

Our Corporate Superannuation service includes:

• Advice and assistance in selecting and customising superannuation plans that meet personal, business and employee needs
• Monitoring of all material aspects of the Super Plan including legistlative changes and industry trends
• Communication and education services including visits to participating employer work sites
• And more

Financial Planning Seminars

Keeping up to date with the latest in financial planning strategies and developments is important. To assist you, we regularly conduct financial planning information seminars, from the general, through to strategy specific.
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