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
All Round Financial Services Pty Ltd is a Corporate Authorised Representative (No. 328973) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969 Australian Financial Services Licence / Australia Credit Licence No. 223135.
Capstone Financial Planning Pty Ltd
Level 14, 461 Bourke Street Melbourne VIC 3000
Ph: 1300 306 900 Email: firstname.lastname@example.org Web: www.capstonefp.com.au
At All Round Financial Planning our professional financial planners use a six-step process to help a client work out where they are now, what they may need in the future and what they must do to reach their goals.
Gathering client’s financial data, including details on income, debt levels, financial commitment etc.
Identifying client’s goals. These may include buying a house, funding education, travel, etc.
Identifying any financial issues.
Preparing a Statement of Advice (financial plan) that identifies recommended investments and pays attention to the client’s attitude to risk.
Implementing the financial plan.
Reviewing and revising the plan to ensure it stays up-to-date and relevant to the economic climate and the client’s changing lifestyle.
We help you define then transform your goals into a secure reality that allows you to realise your ambitions.