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PATHWAY TO YOUR FUTURE
The Quick Health Check (No Advice)
Equity Resource can provide a no cost/no obligation mobile appointment to analyse your
- insurances; or
- superannuation investments; and/or
- other investments.
This quick health check will give you an idea where you stand today and will
show options or opportunities that may exist which you may not have been aware
of as yet. This is a reality check that we provide at no cost and with no
further advice to you.
The Complete Health Check (Full Advice)
If
you are getting more serious about your financial future we can provide you with
strategies and recommendations tailor-made to your situation. Our Financial Planners
perform a complete check of your financial health and present to you strategies
for improvement. This is our full advice service which creates the most benefits
for you.
It is a holistic approach that takes into account your circumstances, needs and
objectives, risk attitudes and financial goals for the future.
The Complete Health Check is structured into the following areas:
- Managing Finances
- Financial Protection
- Wealth Creation
- Superannuation and Retirement
- Estate planning
- Tax planning
The Specific Health Check (Limited Advice)
If you know what you're looking for you can also talk to our Financial Planners to check out specific product or service requirements. Some of these may include:
- Life insurance such as:
- Term life insurance
- Total & Permanent Disability insurance
- Trauma insurance
- Income protection insurance
- Insurance in Superannuation
- Business insurance
- Investment products
- Cash and Fixed Interest
- Shares
- Investment Properties
- Property Warrants
- Managed Funds
- Structured and Protected Portfolios
- Agribusiness
- Margin Lending and Gearing
- Mortgages, loans and lines of credit
- Superannuation investments
- Self Managed Superannuation Funds (SMSF)
- Retirement income streams
- Lifetime pensions and annuities
- Allocated pensions and annuities
- Term allocated pensions and annuities
- Portfolio Administration
Note that financial planning advice is provided by Equity Resource Financial Planning. Equity Resource Financial Planning is an Authorised Representative of PATRON Financial Advice AFSL No 307379. Please read the Financial Services Guide for more information.
