Corporate Authorised Representative of
Securitor Financial Group Ltd
ABN 48 009 189 495
Australian Financial Services
Licensee 240687
Level 12 400 George St
SYDNEY NSW 2000

Services

What services do Your Heritage planners provide?

We offer a range of services which are tailored to your needs. It is important that they include:

  • Investment Planning - recommending the right investments for now and for the future, matched to your individual needs.

  • Cash Management and Budgeting - reviewing the management of your day to day finances, and recommending strategies to help you save more effectively, or better manage your borrowings.

  • Tax Planning - analysing your particular circumstances and recommending investment strategies which can provide tax effective solutions for your portfolio.

  • Superannuation - recommending strategies for investing in super, which can maximise the tax benefits to you and best provide for your needs in retirement.

  • Retirement Planning- ensuring that your investment plans- both current and future will allow you to maintain your desired lifestyle in retirement.

  • Insurance - reviewing any existing personal insurance arrangements you or your family may have and recommending the policies best suited to your near and long term needs.

  • Estate Planning - structuring your investments to best provide for your family and to liaise with your legal representative with respect to estate planning matters.

  • Government Benefits - analyse your financial circumstances and recommend investment strategies which will make the best use of your entitlements for government benefits such as Centrelink Pensions.

Any information displayed or given on this website does not take into account any person's personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. You should also consider obtaining independent legal, financial and/or other professional advice before making a decision in relation to any investment. In deciding whether to open, or to continue to hold, an account or product, the relevant Product Disclosure Statement or Financial Services Guide for that account or product should be considered.