 Financial Planner
Property Asset Planning not only share premises with, but work very closely with Proper Financial Advice. Proper Financial Advice can offer our clients a range of insurance, investment, superannuation and retirement strategies. Brian Lucas is a Senior Financial Planner and has worked in the financial services industry since 1989. He has a Masters Degree in Finance Planning, qualifications with the Australian Life writers Association training and business planning and is an Authorised Representative of Charter Financial Planning Ltd. Brian can provide you with advice
on the following strategies: - Guidance on budgeting and goal setting
- Savings and wealth creating strategies
- Investment planning
- Superannuation planning
- Pre-retirement planning
- Estate planning considerations
- Risk and insurance analysis
- Business succession planning
- Salary packaging advice
- Gearing strategies
| He can also provide you with advice
on the following products: - Cash management trust
- Retirement income streams
- Direct fixed interest
- Retail & wholesale managed investment schemes
- Socially responsible investments
- Hedge funds
- Master trust products
- Superannuation products
- Personal and group insurance
- Business succession insurance
- Margin Lending facilities
- Self-managed super funds
- Direct shares
- Agribusiness
|
|
