 We will only provide a recommendation to you after considering its suitability for your personal needs, objectives and financial situation.
We are able to advise on products that are approved by our Product Review Committee. Although benefiting from the strength given by its Commonwealth Bank ownership, Financial Wisdom does not restrict us to Commonwealth Group products.
Instead, we may select from Group products and a wide range of researched investment and insurance products from different Fund Managers and Life Insurance Companies contained on the Financial Wisdom approved product list. This allows us to prepare a Statement of Advice appropriate to your needs.
As your Adviser, we are authorised to provide personal financial advice on the following:
| For our Personal Clients: |
SUPERANNUATION SERVICES
Personal Funds
Managed Funds
Rollovers
Investments (Self Managed Funds)
Pre Retirement Funding
Pre Retirement Counselling
Allocated Pensions
Term Allocated Pensions
Term Certain Annuities
LifeTime Annuities
Complying Annuities
|
INSURANCE SERVICES
Life Cover
Disability (TPD) Cover
Income Protection
Business Overheads Protection
Insurances (Self Managed Funds)
Trauma Insurance
Loan Protection
|
INVESTMENT SERVICES
Investment Planning Advice
Retirement Planning Advice
Managed Funds
Unit Trusts / Investments
Savings Plans
Education Plans
Insurance Bonds
Cash Management Funds
Term Deposits
Centrelink Benefits
Portfolio Review
|
|
For our Business Clients: |
SUPERANNUATION SERVICES
Corporate Funds
Personal Funds
Managed Funds
Rollovers
Investments (Self Managed Funds)
Pre Retirement Funding
Pre Retirement Counselling
Allocated Pensions
Term Allocated Pensions
Term Certain Annuities
LifeTime Annuities
Complying Annuities
|
INSURANCE SERVICES
Life & Disability (TPD) Cover
Partnership Protection
Share purchase / Buy & Sell
Loan Protection
Revenue Protection
Income Protection
Insurances (Self Managed Funds)
|
INVESTMENT SERVICES
Investment Planning Advice
Retirement Planning Advice
Managed Funds
Unit Trusts / Investments
Savings Plans
Long Service Leave Funding
Capital Funding
Insurance Bonds
Cash Management Funds
Term Deposits
Portfolio Review
|
We look forward to the opportunity to help you with your needs. Please contact us for any enquiries you may have or to arrange an appointment with us.
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