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WEALTH CREATION
At Fiducian we recognise that wealth creation is an important part of a client's overall financial plan. We provide advice in the following areas:
- Proposing wealth creation measures that can be pursued prior to retirement including:
- Savings plans
- Gearing strategies
- Providing advice on suitable investment vehicles, including:
- Direct investments such as shares and property
- Managed Funds
- Master Funds
- Self Managed Super Funds
Providing advice on and assistance in setting up salary packaging options.
SALARY PACKAGING
At Fiducian we assist employers and employees with their salary packaging needs. We are accredited with a number of salary packaging administrators including Salary Packaging Services, McMillan Shakespeare, Smart Salary and Payselect. We have assisted more than 1,000 clients in implementing their packages. Strategies involving the packaging of superannuation, laptop computers and novated car leases can be developed to help save tax and plan for retirement.
REDUNDANCIES
At Fiducian we develop strategies to maximise entitlements for clients facing redundancy. We assist clients from the private and public sectors by incorporating redundancy planning in their overall financial plan.
RISK MANAGEMENT AND ESTATE PLANNING
In developing a Statement of Advice for clients, we will recommend appropriate risk planning and estate management measures to provide additional long term financial security for the client.
To arrange an introductory meeting with an adviser, please phone (02) 6162 2656 (bh).
MORTGAGE BROKING SERVICE
At Fiducian we are able to provide clients with a competitive Mortgage Broking Service offering access to a wide range of lending institutions.
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