Financial Planning

Potts & Schnelle Financial Planning we provide a holistic service offering to suit your individual needs. We pride ourselves on personalised financial planning advice to assist you in making the right choices to achieve your goal of financial wealth.

What are the financial planning services that we offer?

  • Wealth creation

We provide the expertise in helping you create, build and manage your wealth from pre to post retirement.

  • Superannuation

Super will likely be your primary source of income in retirement. We understand the importance of having a super fund that adheres to your goals and objectives. We advise on a range of superannuation products such as Master Trust, Wraps and Self Managed Superannuation Funds.

  • Investment Advice & Portfolio Construction

We provide strategies that diversify and protect yours assets and lifestyle using only well-known, reliable investments with a reputation for excellence. Our portfolio construction advice is designed in partnership with you to achieve desired and realistic results.

  • Risk Management Strategies

Risk management and insurance are of crucial importance for many families and businesses. At Potts & Schnelle Financial Planning we can access risk products offered across a variey of Australia’s leading insurance companies at wholesale rates.

  • Estate Planning

Your estate plan should provide financial security and certainty for your financial dependants (and others you choose to benefit). Based on a finite asset position existing as at the date of your death, your bequest aspirations need to be regularly reviewed to ensure your plan meets your expectations. We can assist you in ensuring that your estate plan adheres to your wishes and direct you to the most appropriate legal counsel to initiate the legal document on your behalf.

Potts & Schnelle Pty Ltd trading as Potts & Schnelle Financial Planning ABN 86 002 939 684

Authorised  Representative of GWM Adviser Services Limited ABN 96 002 071, Australian Financial Services Licensee, 105-153 Miller Street, North Sydney NSW 2060