Palani Financial Pty Ltd are committed to providing you with the highest level of advice and service on an ongoing basis.
Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.
Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:
- Initial financial advice
- Implementation of a financial plan
- Ongoing investment portfolio management
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.
Don't take unnecessary risks with your future! Allow the professionals at Palani Financial to guide you towards achieving your financial goals.
Broadly our services are grouped as follows:
- Investment advice
- Personal insurance and asset protection
- Retirement / redundancy advice
- Age Pension and Aged Care advice
- Estate planning
We specialise in the provision of financial services to self employed and high net worth individuals given that our areas of expertise are asset protection, superannuation and taxation law.
Our clients enjoy tailor made portfolios using research from Interprac, as well as our researcher, Morningstar.
Our initial meeting will be of no cost to you and will establish your current financial position, your future financial goals and how we can help you achieve them.
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