Financial Planning
That's why we believe that as a business owner or manager you can benefit
from advisers who can assist you in decision making and help protect you and
your business from financial, legal and market risks.
We can introduce you to Financial
Technology Securities Pty Ltd.
Their financial planning services for business cover key areas including:
- Personal Debt (home mortgage) Reduction strategies
- Business Risk Management e.g. income protection insurance for key persons
- Self Managed Superannuation Funds - investment strategies and asset allocation
- Employee
Superannuation - help with choice of fund & on-going management
assistance
- Taxation Planning - for you and your staff
- Wealth Creation planning and
Cash Flow Management education - for you and your staff
Financial Technology Securities can also help individuals with
personal strategies for Wealth Creattion, Financial Planning and Superannuation.
Wide Bay Australia Ltd and its wholly owned subsidiaries do not guarantee the repayment of capital or the performance of wealth creation, financial planning and superannuation products recommended by Financial Technology Securities Pty Ltd ABN 48 097 317 069, Australian Financial Services Licence No. 300219 (FTS) or the appropriateness of credit services arranged by FTS Finance Brokers Pty Ltd ABN 47 143 243 163, Australian Credit Licence No. 387407 (FTSFB). Unless specifically stated in relevant disclosure statements these products are not deposits or other liabilities of Wide Bay Australia Ltd. In providing the above information, Wide Bay Australia has not taken into account your individual objectives, financial situation or needs. You should consider the appropriateness of this general advice in the light of your own objectives, financial situation or needs, before acting, as this advice may not be relevant to your circumstances. Prior to receiving any personal advice from FTS– you will need to complete a Data Collection form. You should also read the FTS Financial Services Guide or FTSFB Credit Guide.
