astute strategic advice


Superannuation can be an excellent investment vehicle to save for your retirement but with the Government regularly changing the rules, ongoing financial advice can ensure that your strategies remain up to date and effective.

No matter what stage of life you're at, we work with you to develop solutions to help you achieve your goals and grow your wealth over time.

Superannuation comes with a range of options beginning with how the investments are held such as Self Managed Funds or Wrap Funds.

Different accounts have benefits and drawbacks and a strong understanding of your situation can help us determine which option is best for you. Once we have agreed on which option is best for holding your assets, we can then work to build your portfolio, whether it be:

  • Cash
  • Australian Shares
  • International Shares
  • Managed Funds
  • Bonds
Read 2001 times Last modified on Monday, 18 August 2014 13:00

Contact Us

  • Suite 2B, 9 Harris Road
    Busselton WA 6280
  • Postal Address:
    PO Box 60
    Busselton WA 6280
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Assurity Financial Planning Pty Ltd ABN 80 129 171 624 T/A Assurity Financial Planning

Doug Horsford & Lisa Smith, Authorised Representatives of GWM Adviser Services Limited.

ABN 96 002 071 749 an Australian Financial Services
Licensee, 105 - 153 Miller St., North Sydney, NSW, 2060