About Our Financial Services 

Our approach is to understand and assist each client with achieving their investment objectives and goals.  Experience shows that every client has individual situations, experiences, goals and comfort levels with risk and return factors.

We assist you to plan for your future, make smart investment decisions, build on your existing investments, generate income and protect your assets.  We offer the following services to make that happen:

  • Financial Planning
  • Retirement Planning
  • Superannuation advice
  • Managing Share Portfolio’s and Managed Fund investments
  • Set up and advice on Self Managed Superannuation Funds
  • Insurance and Risk Protection
  • Budgeting, mortgage and debt reduction
  • Education savings plan for your children
  • Taxation and accounting
  • Centrelink issues
  • Estate planning requirements
  • Debt recycling
  • Investment property
  • Aged care

Licensee

All Round Financial Services Pty Ltd (t/as All Round Financial Planning) is a Corporate Authorised Representative (No. 328973) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence / Australian Credit Licence No. 223135.

Capstone Financial Planning Pty Ltd

Level 14, 461 Bourke Street, Melbourne VIC 3000

Ph: 1300 306 900  |  Email: info@capstonefp.com.au  |  www.capstonefp.com.au

View our Financial Services Guide here


 all round - 6/114 William Street, Port Macquarie  NSW  2444  -  P | 02 6584 6064  -  E | admin@allroundfinancial.com.au  -  W | allroundfinancial.com.au