Our Services

ASA Financial Advisers offers an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.

Our team of professionals offer in-depth knowledge and advice in the following key areas

  • Life-stage financial planning

  • Wealth creation, including: asset allocation and investment selection; and investment gearing

  • Superannuation and retirement planning

  • Risk insurance

Other services include:

  • Redundancy planning

  • Centrelink planning

  • Business succession planning

  • Self managed superannuation funds

  • Corporate and group superannuation plans

  • Estate planning

  • Salary packaging

Wealth creation.

Wealth creation is all about building financial security now so you can focus on enjoying your lifestyle in the future. Choosing where and how to invest your money is a difficult decision and will depend on many factors including your overall investment objectives, approach to investment risk and the amount of time you have to invest.

When it comes to investing it’s best to seek the advice of a qualified professional who can help define your unique personal situation and financial goals and recommend financial solutions and strategies to help you reach those goals.

Whether you are investing to finance your business, lifestyle, private education or provide for your retirement, it’s never too late to take control.

Speak to your ASA adviser to determine the most suitable wealth creation opportunities for you.

Need a personalised solution?

Contact our friendly team today.

Free Consultation
(03) 9890 4055

Life-stage Financial Planning.

Traditionally, the average life-stage began with finishing school in your teens, starting your first job in your 20’s, buying a house, getting married and having children throughout your late 20’s and 30’s, and enjoying a long career until we retire at 65. But times have changed.

During recent years, there has been a shift in social patterns. New trends have resulted in children staying at home longer and delaying marriage, career changes have become more common, and some people may never buy a residential property in favour of investing through global property trusts or managed funds.

Today, life-stages are more likely to be related to the challenges we face throughout our lives or when we achieve key milestones, which can happen at different times. Our financial strategies should reflect what’s going on in our lives, rather than your physical age. This is the essence of life-stage financial planning.

ASA Financial Advisers works with you to address the fluidity of life’s challenges and milestones to determine your specific financial needs.

Superannuation and retirement planning.

Planning for retirement is one of life’s most important financial considerations. After all, the actions taken today will determine how comfortable life will be in the future.

Superannuation is perhaps the most popular way to save for retirement. Put simply, contributing to superannuation allows you to put aside money during your working life to use when you retire. With recent Government reforms to superannuation, it’s now one of the most tax-effective long-term retirement savings vehicles available.

There are many strategies available to help you maximise your retirement savings through superannuation. Whatever your plans for retirement, we can help you decide on the most appropriate strategy to make your plans for retirement become reality.

For more information speak to your ASA adviser.

Risk insurance.

Financial protection insurance forms a critical part of the financial planning process, providing financial security for you and your family. Put simply, financial protection insurance is there to provide you with protection against the financial implications of an event such as death, disablement, serious illness or injury.

There are a range of insurance options available that can be tailored to suit your needs and personal situation. The most common types of risk insurance include:

Get a personal consultation.

We will provide the right financial solution for you.

Free Consultation
(03) 9890 4055
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