Addisons Accountants can assist clients achieve their aims in Financial Planning and Insurance Broking. We can do this with our Strategic Financial Planning Partners Ben Hall and Rod Edwards

Financial Planning and Superannuation Solutions

• Financial Planning
• Lifestyle approach
• Superannuation Solutions
• Self managed super funds

Superannuation Solutions, Retirement and Pension Planning

• Employer Superannuation
• Redundancy & Rollovers
• Retirement Planning
• Pension Planning

Regular Savings and Gearing Strategies

• Your needs and objectives
• Capital investment / Asset allocation
• Gearing

Insurance Protection

• Life Insurance
• Total and Permanent Disability Insurance
• Trauma Cover
• Income Protection
• Business Expense Insurance
• General and Health Insurance

Business Succession and Estate Planning

• You can give many things a low priority but succession planning should not be one of them.
• A Difference in Goals.
• Important benefits of the whole of business approach to business succession planning.
• The Impact of Capital Gains tax.