Danber Financial Planning (authorised representative
261002) is authorised to provide advice through Portfolio Managers
(AFSL 232459). We offer the following complete range of services.
| |
• Choice
of a Superannuation Fund
• Superannuation Reviews
• Superannuation Rollovers
• Corporate Superannuation
• Employee Superannuation
• Life Insurance |
• Income
Protection
• Retirement Planning
• Investment Advice
• Wealth Creation
• Salary Packaging
• Portfolio Monitoring
& Administration Services |
The primary services we provide are:
•
Development of customised financial strategies that provide solutions
as to how our clients can best achieve their goals;
•
Investment advice, including ownership structures, portfolio construction
and investment selection; and
•
On-going investment monitoring and administration including comprehensive
periodic reporting.
We acknowledge that each and every
one of our clients has individual and specific requirements. Some
of our clients are already financially successful and simply wish
to protect and preserve what they have. Others are seeking to grow
their wealth. As a result, each client receives a tailored and unique
service designed to ensure that his or her expectations are met and
exceeded.
Portfolio Managers stands out in
an industry cluttered with conflicts of interest and mediocrity and
is a smart alternative to the vast majority of financial advisors
in Australia today as we:
•
have no affiliation to any other organization and do not offer our
own investment products
•
offer investment advice on a fee for service basis. Remuneration for
other services, such as arranging insurance cover and corporate superannuation,
is fully disclosed and explained in advance
•
provide a tailored and personalised service to meet our client's needs
•
adopt a consultative and educational approach that includes a monthly
email newsletter that features topical financial and related issues
as well as educational workshops and other client seminars