operations manager and financial planner at Brisbane Financial Services Pty Ltd - , Queensland, Australia
Brisbane Financial Services offers a range of personalised services that ensure your financial wellbeing in four areas: finance, superannuation, insurances & investment. 1. FINANCE - Focused on providing the best solution for all your borrowing needs.- Personal Finance: Car loans including novated leases Residential property loans Home loans Refinance Investment property Construction & renovation loans SMSF residential purchase & refinances Medico finance-Business Finance: Equipment finance Leases, Chattel mortgage, Hire purchases Commercial property purchases & refinances Business loans (secured/unsecured) Rent Roll Finance Franchises Pharmacy finance Childcare Finance (freehold/leasehold) Cashflow finance (trade finance, debtor finance) SMSF commercial property purchase & refinances Property development (with/without presales)2. SUPERANNUATION - Build your portfolio to achieve your ideal retirement lifestyle. Review of your superannuation Consolidation Salary Sacrifice & Packaging Transition to Retirement Budget & Cashflow Retirement Planning & Income Streams (Pensions & Annuities) Employer super3. INSURANCES - Protect you and your loved ones comprehensively. Life Total & Permanent Disability (TPD) Trauma/Critical Illness (and Child Trauma) Income Protection Living Expenses Keyperson Insurance Buy/Sell Insurance Business Expenses Insurance4. INVESTMENTS - Grow your wealth through investments that suit your goals and needs. Index Funds Multi-Manager Funds Sustainable Funds Lifestages Geared Investments Bonds & Term Deposits Guaranteed Investments Contact us today on 07 3850 5000 so that we can work together to secure your financial wellbeing.Brisbane Financial Services Pty Ltd (ABN 29 141 800 099), is an authorisedrepresentative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327,Australian Financial Services Licence and Australian Credit Licence No. 232 706.