Sothertons Brisbane have various financial planning group affiliates that are used to provide a complete investment solution for our clients - individuals, businesses and professional firms.
Our referral services arrangement provides comprehensive financial advisory and implementation services in the following areas:
- Wealth Creation & Accumulation
- Savings Plan
- Financial Plans
- Limited Advice
- Superannuation
- Retirement Income Streams
- Investments in Direct Shares & Managed Funds
- General Investment & Tax Effective Strategies
- Placement of funds and ongoing monitoring
- Social Security Entitlements
- Estate Planning
- Salary Packaging
- Regular Client Seminars
- Personal Insurances
Please contact our office for personalised and professional financial advice. |