Financial Planning
Today more than ever, people who are serious about protecting their financial security and developing their own financial independence are looking for better quality advice.
Brecknock Wealth Management is able to provide advice in Personal and Business Risk Protection, Superannuation, Retiremen Planning, and Wealth Creation, offering a very personal and uncomplicated approach.
We are able to provdide advice in the following areas:
Risk Protection Life Insurance |
Superannuation & Personal Superannuation |
Wealth Creation Managed Funds |
Personal & Business Risk Protection - Life changing events can happen at anytime and the impact can be devastating. Using a range of products we can protect and individual's income and a family's lifestyle from death, disablement and illness.
We can also cover businesses for the loss of a key individual, and provide funding for business succession.
Superannuation & Retirement Planning - We can provide advice and assistance on superannuation contributions to maximise an individual's benefits in retirement, and transitioning investments, cashflow and lifestyle into retirements.
We also provide advice to business on the establishment and/or management of a Corporate Superannuation Fund.
Wealth Creation - We can help you utilise investment options, other than superannuation to create and build your wealth in a tax effective manner.
AXA Financial Planning: Australian Financial Services Licensee, Licence No 234663
Registered Office: Level 9, 750 Collins Street Docklands Victoria 3008
Do you have a Financial Life Services enquiry?
Financial Services Guide - Financial Planning (PDF)
Financial Services Guide - Financial Planning: Your Financial Adviser (PDF)
