ABOUT DIVERSIFIED FINANCIAL PLANNERS
The friendly and professional team at Diversified understand that everyone has different goals, assets and journeys when it comes to financial planning.
Recognising each individual situation and life stages is the first step in building ongoing relationships and providing tailored solutions and advice.
With that in mind our qualified team will guide you on your journey, identify your goals, tailor a financial plan or investment strategy, and put you in control of your finances and future.
As we journey through life we are confronted with different situations in relation to our finances.
Initially, it may be in relation to contributing to our super, planning for parenting or buying a house. Later in life we may wish to start a business, purchase an investment property or plan for our retirement.
Regardless of your life stage, Diversified is here to assist you with tailored, professional advice and strategic solutions to protect your current lifestyle and secure your financial future.
Our Ongoing Review & Service Packages
To ensure you remain on track to achieve your goals and objectives we offer a range of ongoing service packages that can be tailored to accommodate your personal requirements.
How We Help You
At Diversified our qualified and experienced Financial Planners provide our customers with excellent planning, prudent and cutting edge strategies and successful implementation.
HOW WE CAN HELP
Our team can help you with:
- Self managed super funds (SMSF’s)
- Financial planning
- Superannuation strategies
- Transition to retirement
- Retirement planning strategies
- Windfalls or redundancy packages
- Investment planning
- Personal insurance
- Managing debt
- Banking and mortgages
- Business management (corporate super)
- Aged care
- Estate planning (wills & power of attorney)
- Wealth creation
- Salary packaging
- Financial freedom
HOW YOU WILL BENEFIT
We provide a comprehensive service focusing on:
- A personalised plan detailing your current position and recommended solutions to reach your goals
- Reducing debt to start a wealth creation plan
- How to maximise your retirement savings
- Making the complex simple through specialised skills, expertise and technology in superannuation, investments and self managed superannuation funds
- Planning and managing the transition of your estate
- Protection of your assets and goals through the use of insurance providing peace of mind.
A Range of Financial Solutions
In forming your personal strategy recommendations, we can provide solutions and products from a range of approved insurance companies, fund managers and service providers.