Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.
Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:
- Initial financial advice
- Implementation of a financial plan
- Ongoing investment portfolio management
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.
Don’t take unnecessary risks with your future! Allow the professionals at Potts & Schnelle to guide you towards achieving your financial goals.