Financial Planning
Whether you are in your 20's saving for a house, 30's and 40's accumulating assets, 50's planning for retirement or over 50 and retired, a sound financial plan can be critical in helping you achieve the lifestyle you are after.
We are qualified and experienced to advise you in the following areas:
- Wealth Creation
- Salary Packaging
- Retirement Planning
- Superannuation Advice
- Managed Investments
- Tax planning
- Centrelink Benefits
- Self Managed Superannuation Funds
- Gearing
- Estate Planning
- Aged Care
We have access to an extensive range of products and platforms to match your goals and objectives. Our highly qualified advisers are experts at choosing the right strategy and products in any of the above listed topics, heading you towards your financial freedom.
NKL Financial Planning is managed by Rodney Crouch who is an Authorised Representative of Professional Investment Services Pty Ltd Rep Number 244766 Australian Financial Services License Holder Licensee Number 234951, ABN 11 074 608 558
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Professional Investment Services Pty Ltd
Level 9
10 Bridge Street
SYDNEY NSW 2000
Email: info@profinvest.com.au
T: 1300 557 598
F: 02 9921 6999
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GENERAL ADVICE WARNING
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.