Financial Planning

Fee for Service

We aim to take the worry out of financial issues by developing a close partnership with our clients. We offer a 'complimentary first meeting' so we can get to know each other.

Parkside InvestorPlus is a Fee for Service, comprehensive financial planning company. We will build and protect your wealth and secure and enhance your lifestyle by managing a financial blueprint for your life.

We offer highly qualified specialists in the area of:
  • Financial Planning
  • Superannuation and Self Managed Super Funds
  • Retirement planning
  • Aged Care planning.
  • Wealth accumulation
  • Analysis of your estate planning needs
  • Cash flow and debt management
  • Assistance with Centrelink entitlements
  • Comprehensive financial and investment strategies
  • Business succession planning
  • Remuneration and redundancy

Unlike some, Parkside InvestorPlus is not a set-and-forget practice.  We want to work with you from inception to the realisation of your financial and lifestyle goals as an integral part of your wealth generation team.  We all benefit from the experience and advice of a qualified advisers who can help us to make decisions on savings plans, gearing, superannuation, retirement or simply achieving a desired goal now and well into the future. By having a plan for your immediate and long term future, we can work with you to better understand how the decisions you make affect your finances and ultimately your life.

Whilst your accountant advises on the nuances of tax law, your solicitor on your specific legal needs a Financial Planner looks at the big picture and presents you with a comprehensive range of services that show you how to arrive at where you want to be through risk management, investment, saving plans, superannuation, tax minimisation, Centrelink eligibility, asset and liability management, business succession, estate planning and even philanthropic giving. Whether you're investing for the kids or about to retire or retired, sound financial planning will provide the funds to fulfil your life expectations.

Our team is well geared and structured to support you at every level with your initial and ongoing needs from basic requests to redeem funds to complex investment strategies, retirement planning, wealth accumulation and much much more.

 

The Financial Planning Team

The Parkside Team ensures that you have the right level of expertise, you can trust us to work with you to deliver solutions that will give you long term peace of mind and satisfaction.  By entering into a Service Agreement once your initial planning and strategy needs are met, we help you stay on track, achieve your goals and set new ones.  We act as mentor and director by guiding you in the right direction, keeping you on the straight and narrow and ensuring that your investment decisions are based on good quality evidence rather than emotion.

 

What can you expect when you see one of our financial planners

We ask questions to find out how we can help

We will ask you about your goals and objectives, your occupation, your social activities and gather information generally about your personal situation. We are all clear about where you want your plan to take you. 

We examine your current position

We will examine a number of things including your cashflow, financials, investments, superannuation and insurances. Without full disclosure of your situation we are unable to provide appropriate recommendations. 

We tailor-make a solution for you

Together we discuss your needs to ensure we tailor make a solution to suit your lifestyle and financial position. This will ensure that you have the highest probability of achieving your goals through an agreed strategy or platform for your future. 

We agree on a plan that is best for you

We'll discuss our findings and give you our advice and recommendations about the steps necessary to achieve your goals. This will be provided in a written document called a Statement of Advice (Financial Plan). 

We implement your agreed plans

When you're comfortable with our recommendations, we then implement your strategy and decide together what services you require under a Service Level Agreement. This will ensure that you are well looked after now, and in the future. 

We provide ongoing review

As time goes by changes in your personal goals, environment and financial situation need to be clarified and incorporated into your forward planning. Our regular review service makes sure this happens.

We work in partnership so that you can be reassured that everything is covered - you can have peace of mind. 

 

You may have some questions

So please feel free to ask your advisor or our helpful team for assistance. Please contact us on 02 9899 4899.

 

Strategic Partners

We cannot provide all of the professional services you require to achieve your goals. We have worked at creating strong relationships with trusted professional who can work with us to ensure a productive and positive experience.

Behrens Rowley
Frank Law
Parkside Risk Management
Andrews Insurance
Business Health

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Parkside InvestorPlus Pty Ltd
Suite 27,
3-9 Terminus Street
Castle Hill NSW 2154

PO Box 2500
Castle Hill NSW 1765

Phone: (02) 9899 4899

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Clarity

understand where you are now

Insight

understand where you want to be

Partnership

in all stages of your life

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Parkside InvestorPlus Solutions Pty Limited AFSL 225920
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