astute strategic advice

Investments

Your individual and family circumstances and investment goals are unique. To invest successfully, you need to be able to access a diverse range of investment options through a number of different product structures, each designed to address specific tax opportunities and financial planning needs.

There's no such thing as 'one size fits all' when it comes to investing. For that reason, it's important to get advice tailored to your situation which addresses your short, medium and long term goals. Different investment strategies and different investment tax structures can greatly impact your results. Getting it right to begin with and updating these strategies as your situation and Government legislation changes can ensure that there are no "surprises" in store for you down the road.

At Assurity Financial Planning we:

  • Work with you in developing & implementing strategies to meet your needs
  • Work with you to review these strategies to optimize their performance
  • Regularly revise your situation and make necessary changes to ensure that you remain on track to achieve your goals
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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