arrowOUR FINANCIAL PLANNING SERVICES

Our financial planning services include Life planning, Investment, Superannuation, Self Managed Superannuation, Retirement Planning and Aged Care Financial Advice Services.

  • 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.

  • 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

We can provide your SMSF advice on set up, strategy and investment, administration support, audit obligations and estate planning issues. To learn more about Self Managed Superannuation Funds, click here.

We also provide advice on a number of Government and Military Superannuation funds including:

  • CSS Superannuation – Commonwealth Superannuation Scheme
  • PSS Super – Public Sector Superannuation Scheme
  • PSSap – Public Sector Superannuation accumulation plan
  • MSBS – Military Superannuation and Benefits Scheme
  • DFRDB – Defence Force Retirement and Death Benefits Scheme

To learn more about our retirement planning services, click here.

  • 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

  • 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

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

We are pleased to offer you a free appointment

Dragonfly Financial Services is pleased to offer you an obligation free appointment to discuss your financial advice and life planning needs.

Highly qualified, our advice is provided by a Certified Financial Planner who has helped our clients grow their wealth and retire with confidence. To make an appointment, call us during business hours on 6273 3118 or click here, to send us a note anytime.