Financial Planning
Carnbrea’s highly skilled team of Financial Planners has expertise spanning a wide range of core and specialist areas. All senior planners are of Certified Financial Planner™ status, which is the highest designation a financial planner can be awarded and a globally recognised qualification. Additionally, Carnbrea Financial Planners are all members of the Financial Planning Association (FPA) and thus are governed by a strict Code of Ethics and Rules of Professional Conduct. Our Financial Planners can assist with the following:
- Determine appropriate investment structures prior to investment selection;
- Employ superannuation and retirement strategies to accelerate and protect wealth;
- Self Managed Super Fund (SMSF) establishment and strategies to optmise this vehicle;
- Wealth Transfer and Estate Planning strategies;
- Debt Management and Gearing strategies;
- Implementation of appropriate Life Insurances;
- Centrelink strategies if appropriate;
- Aged Care advice.