Our advice services

Financial planning advice services

Specifically, our advice services for you include Life planning, Investment management, Investment administration and Risk insurance.

Life planning
Personal, bespoke advice designed to maximise the probability of you achieving your financial and life goals. Read more

  • Uses various techniques to identify what is important to the client and using their financial assets and income to achieve these goals.
  • Life Planning is a holistic approach, utilising a different approach to financial planning.
  • Refer to the Kinder Institute for detailed information on this approach to Financial Planning.

Investment management
Selecting the appropriate investment vehicles for your financial security. Limited use of managed funds and no investment commissions are ever taken. Read more

  • Asset allocation for generating required income and growth
  • Selecting and recommending appropriate individual investments
  • Constant monitoring of the investments
  • Research analysis of both investments and the market
  • Changing investments, if appropriate
  • Access to market floats and opportunities
  • Advice on Share Purchase Plans, Rights Issues, Take Overs etc
  • Monitoring cashflow to maximise the income profile of the portfolio
  • Access to online reporting, including cashbook, investment values and returns

Investment administration
We handle the day to day paperwork of holding an investment portfolio to free up your time and potentially reduce costs with the running of a portfolio. Read more

  • Mail box for client correspondence
  • Statements of advice & records of advice
  • Pension payments & lump sum payments
  • 3rd party payments such as the ATO (PAYG)
  • Recording dividends
  • Banking of cheques from investments & the ATO
  • Answering 3rd party queries & correspondence (Accountants & Share Registries)
  • Providing all necessary paperwork for tax returns, compliance etc
  • Maintaining asset registers & cash books
  • Ensuring correct notations on deposits & withdrawals in cash books
  • Settling investment purchases & sales
  • Actioning corporate actions
  • Setting up SMSF's & Family Trusts
  • Completing Super Fund accounts
  • Completing Pension minutes
  • Ensuring the on-line reporting systems are accurate

Risk insurance
We seek to ensure your plans and vision are truly protected in a world of uncertainty. Read more

  • Complete risk needs analysis
  • Advice on Life Insurance, Trauma Insurance, Total and Permanent Disability & Income Protection
  • Ensuring correct policy type for clients based on the above
  • Ensuring that clients have the most up to date, relevant and cost effective policies available in the market place<
  • Annual reviews to ensure cover is appropriate and cost effective for the client
  • Recording all details of clients cover, renewal notices & administrative changes
  • Assistance with the claims process when required

Aged Care Services
Dragonfly Financial Services is an accredited Aged Care Provider with the Aged Care Provider Network. We are able to assist families navigate their way through this complex area by providing the proper advice to achieve the best financial out comes for both the person going into care and the immediate family. This includes management of accommodation bonds and maximising Centre Link entitlements. This service is offered on a fee for service basis. Read more

  • Strategies for Accommodation Bonds
  • Income Tested Fee strategies
  • Daily Care Fees
  • Maximising Pension entitlements
  • Income and Asset Test strategies
  • Simplying Estate Planning issues

Strategic Planning
Identifying the appropriate strategies for maximising the clients’ overall financial position with consideration to their goals and objectives and financial resources. Read more

  • Strategies for CSS Pensions and PSS Pensions
  • Strategies for DFRDB & MSBS Schemes
  • Strategies for wealth accumulation
  • Strategies for Self Managed Super Funds
  • Voluntary Redundancy
  • Involuntary Redundancy