Ph: 1300 887 166
info@taxaffair.com.au
Fax: 03 9521 3889
203 Commercial Rd
South Yarra VIC 3141

Financial planning

Whether you are starting out to build wealth, are already managing significant wealth, or even starting late, professional advice will make your path to where you want to be that much easier:

Our financial planning division, Consolidated Investment Planners can assist you with financial strategies for all life's stages:

Starting out. Setting up for your future
Investment strategies and debt management
Growing your wealth in your 30’s and 40’s
Dealing with life events
Approaching retirement. Understanding all your options
Retirement - sustaining the life you want
Protecting your family in the event of your untimely death
Succession planning to protect your business
Catching up. It is never too late to start building security

Consolidated Investment Planners are specialists in the areas of:

Self Managed Superannuation Funds
Superannuation planning and management
Superannuation consolidation

Income Protection products

Investment advice
Life insurance products
Sickness and Trauma cover

If you would like expert help with any financial planning issue give Consolidated Investment Planners a call on (03) 9824 0911 or e-mail info@taxaffair.com.au