Services

Services

Whilst we offer a broad range of services relating to superannuation, Goldline Financial Planning are specialists in self managed superannuation funds and retirement strategies

This is their core business and it is why you will receive clear and concise advice on the best strategy for you.

Here are some of the services Goldline Financial Planning has available:

  • Self Managed Superannuation Funds (SMSF)

  • Retirement and Pre-retirement Planning

  • Wealth Creation and Investment Planning

Often people don’t realise how much they should be saving and investing now to have the financial future they picture for themselves. Even small changes now can make a large difference over the long term. The team can talk to you about budgeting, savings plans and investment strategies, including recommending an investment portfolio that suits your needs, lifestyle and approach to risk.

Leanne and Brett are authorised to provide Financial Product Advice and deal in the following products:

  • Deposit & Payment Products
  • Managed Investments
  • Government Debentures, Stocks & Bonds
  • Securities
  • Life Products – Life Risk Insurance Products
  • Self Managed Superannuation Funds
  • Life Products – Investment Life Insurance Products
  • Superannuation, RSA’s & Retirement Income Stream Products

They are also authorised to offer the following services:

  • Personal Risk Insurance
  • Managed Investments
  • Transition to Retirement Strategies
  • Debt Management
  • Securities
  • Centrelink & Veteran Affairs Planning
  • Guidance on Budgeting
  • Estate Planning Strategies
  • Socially Responsible Investments
  • Wealth Accumulation Strategies
  • Pre-Retirement Strategies
  • Salary Packaging
  • Superannuation
  • Direct Property – Strategies Only
  • Self Managed Superannuation Funds

Not offered are the following:

  • Business Succession Planning
  • Managed Discretionary Accounts
  • Standard Margin Lending & Gearing
  • Direct Property – Sales
  • General Insurance
  • Derivatives