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Wealth Management
SKFG Financial Group offers personal financial advice tailored to your individual circumstances and financial objectives. Our goal is to find the right solution to meet your needs and assist you to make important decisions easily.
Our Wealth Management Advisers are qualified to provide you with specialist financial advice, no matter how big or small your investments, or what your needs may be. We aim to work with you to help secure your financial future.
Our initial consultation typically takes about one to two hours. We discuss your objectives with you and gather information about your current situation and outline some broad strategies we feel will achieve those objectives.
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Our Wealth Management Advisers provide strategic advice in the following areas:
- Self Managed Super Funds
- Investment planning
- Superannuation planning
- Redundancy
- Pre-retirement planning
- Centrelink planning
- Gearing Strategy
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- Savings and wealth creation strategies
- Retirement planning
- Business succession planning
- Salary packaging advice
- Risk and insurance analysis
- Estate planning considerations
- Guidance on budgeting and goal setting
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Synchronised Business Services Pty Ltd ABN: 33 007 207 650 trading as SYNCHRON - Australian Financial Services License 243313 and Life Insurance Broker, Corporate Member of the Association of Financial Advisers. www.synchron.net.au Level 1, 65 Palmerston Crescent, South Melbourne VIC 3205. Financial Services Guide
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