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Services

Investsmart Financial Planning offers a comprehensive range of services - from business development and marketing, to investment, research and technical advice. A selection of almost 400 products sourced from over 40 fund managers and life insurance companies are available for financial planners to choose from. The financial planners of Investsmart Financial Planning can offer a range of insurance, investment, superannuation and retirement income stream products. Investsmart maintains an Approved Product List (APL), containing a list of financial products that have been researched by a number of external research houses, and planners can only recommend products from this list without obtaining approval. A copy of the APL can be supplied to you upon request. Advisers can use only AXA owned administrative platforms (Summit, Generations and AXcess) without seeking approval. Financial planners have the opportunity to dual brand, enabling them to retain the brand equity built up in their own practice.

 

Services Offered

 

Financial Planning

Cope financially - whatever happens. Saving - the secret to financial security.

 

Retirement Planning

Enjoy your retirement through planning for the future.

 

Investment Planning

You don't have to be rich to be an investor.

 

Superannuation

Plan your super contributions and ensure you achieve your retirement goals.

 

Home Loans

Buying your first home with professional advice.

 

Budget Planning

Saving - the secret to financial security.

 

Estate Planning

The creation, protection and distribution of your wealth.

 

Insurance

Your financial planner can help with general and health insurance.

 

Small Business Advice/ Business Insurance

Becoming your own Boss. Having a Small Business Advice or Insurance can make life secure.

 

 


Financial Planning Retirement Planning Investment Planning Superannuation Home Loans Budget Planning Estate Planning Advice Insurance Small Business Advice / Business Insurance