We offer a wide range of business and personal services including:
- Financial planning
- Wealth creation strategies
- Self-managed super fund set up and ongoing advice
- Direct equity investing (via a Broker)
- Debt restructuring (working alongside a Mortgage Broker)
- Investment property purchases (working with a Property Broker)
We also work alongside your estate agent in helping you look after your investment properties if you want us to.
Our professional referral network
We work with other professionals in the provision of our services to clients. Where appropriate, we work with your existing advisers. These could include your accountant, solicitor, stockbroker or banker.
We have aligned ourselves with specialists in the following areas:
estate planning, legal services, aged care consultants, investment property selection services and insurance.
Our adviser professional associations
Jan Prescott’s certifications include:
- Certified Financial Planner (CFP®) through the Financial Planning Association (FPA)
- Specialist Self Managed Super Fund Adviser® (SSA®) through the Specialist Self Managed Super Funds Association (SMA)
- Tax Financial Adviser through Tax Practitioners Board.