Our approach
Helping Australians secure their financial future.
Austock Financial Planning can help you make the
right choices regarding your financial future. Through careful
analysis of your current circumstances and future goals, Austock
financial planners can assist you in tailoring strategies to ensure
your financial plan is right for you - now and in the future.
As your financial planner, we review your
financial planning on a regular basis to ensure that it continues
to meet your unique and changing needs.
Our Financial Planners are able to assist you on
a wide range of issues including:
Strategy Development
Cashflow Planning
Wealth Creation
Retirement
Planning
Investment Structure
Individual or
Joint Ownership
Family Trust
Superannuation
Company
Endowment Fund
Taxation Planning
Personal Income
Tax
Capital Gains
Tax
Salary
Packaging
Company Tax
Taxation of
Superannuation
Fringe Benefits
Tax
Asset Allocation
Strategic Asset
Allocation
Investment Time
Horizon
Attitude to
Investment Risk
Tactical Asset
Allocation
Investments
Asset Classes:
Cash, Fixed Interest, Property and Shares
Domestic
Global
Direct
Investments
Professionally
Managed Funds
Individually
Managed Accounts
Risk Management
Death Cover
Total and
Permanent Disability
Total and
Temporary Disability (eg. Salary continuance or income
protection)
Trauma Cover
Private Health
Insurance
Property
Insurance
Estate Planning
Wills
Enduring Powers of
Attorney
Testamentary
Trusts
Medical Powers of
Attorney
Guardianship
Business
Succession Planning
Superannuation:
Beneficiaries and Reversionary Pensioners |