Sothertons Melbourne refers clients to a number of fully licensed and highly recommended financial planning groups.

Through these referrals clients are provided with a complete investment solution to meet all their investment advice, financial planning and insurance requirements. Specifically a fully licensed advisor will assist clients in the following areas:

• Wealth Creation & Accumulation
• Savings Plan
• Financial Plans
• 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
• Regular Client Seminars

For those clients requiring advice specifically on direct investment into the stock markets, a referral will be made to a suitable broker to assist with your requirements. Please contact our office for more information.