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Financial Planning
Important Update: 2009 Budget Changes - Click here for more information (pdf)
At Elders Financial Planning our aim is to develop the best financial solutions to match your particular circumstances.
Our advisors work with you to understand your financial and lifestyle goals so they can offer tailored financial advice and provide long term strategies. They can also assist you with the monitoring, reviewing and adjustment of those strategies over time to give you the best chance of meeting your goals.
The range of financial needs our advisors consider to provide a tailored solution include:
Growing your Investments: Investment strategies to suit your long term objectives, with recommendations appropriate to your financial situation, investment time frame and attitude to investment risk.
Protecting your wealth: Involves using insurance to protect your financial security against events beyond your control.
Managing debt: Involves making the most of debt to build wealth.
Super and retirement planning: Considers various superannuation savings strategies, suited to your financial position and retirement goals.
Developing tax effective strategies: Considers strategies suited to your personal situation, to build wealth in a tax effective manner.
Estate Planning: Involves creating security for your beneficiaries to ensure all assets are transferred in the most effective and efficient manner.
Financial Planning News
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19 MAY 2009
Financial Planning Newsletter - Advice Matters April 2009
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15 JANUARY 2009
Financial Planning Newsletter - Advice Matters January 2009
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15 JANUARY 2009
Financial Planning Newsletter - Advice Matters October 2008
Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Elders Trustees Limited AFSLN 237752
Head Office: 27 Currie Street, Adelaide SA 5000
Head Office: 27 Currie Street, Adelaide SA 5000
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