Christmas & Volling have the advantage of being able to access independent professional financial planners for advice in financial planning, superannuation and insurances. These affiliated professionals are dedicated to providing this type of advice.
Independent financial planners have been affiliated with Christmas & Volling for many years, providing advice for Christmas & Volling clients from many facets of life.
It is important to invest in your financial future, but the process can be overwhelming, particularly with so much information and investment options available. The challenge is finding the correct financial advice, developed from a strategy to suit your own individual lifestyle needs. Our focus is to encourage our clients to continue planning for their financial security.
The financial planning team works with Christmas and Volling clients in developing a financial plan that bests suits lifestyle needs and objectives, while achieving a level of risk that you are comfortable with.
The financial planners offer a high level of experience and knowledge in the areas of financial planning, investment advice, superannuation and associated services including:
- Wealth creation and financial strategies
- Direct share investments
- Comprehensive portfolio investment management and review
- All aspects of superannuation advice and investment including Self Managed Superannuation Funds
- Tax minimisation and gearing
- Retirement Planning
- Pre-retirement planning
- Estate Planning
- Retirement strategies, use of allocated pensions and rollover investments
- Tax Strategies in retirement
- On-going management of funds throughout retirement
- Career Management
- Salary packaging
- Redundancy strategies