Professional Services

Please browse through our range of professional financial services.

We are available for any questions or service requirements.

Financial Planning

Financial Planning

Need Financial Advice?

Financial planning should be considered as an important part of life.

Developing appropriate financial planning strategies may be difficult for some people.

Centre In Finance can help you manage your financial affairs and meet your life goals – the first step is to make sure you have access to the right financial advice.

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Superannuation

Superannuation

Why is super so important?
Clever Super Strategies to consider?
How tax-effective is super?

Superannuation the more you save the sooner you can retire.

It is important to remember - that superannuation is your money, for your future retirement income.

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Retirement Planning

Retirement Planning

Can I afford to retire?

Once you reach your preservation age you can access your super, so you have a number of options available to you.

Retiring permanently largely depends on whether you have the financial resources available to last for the rest of your life (which could be over twenty years). Especially if there is no access to the age pension until 65 for men and for women the rule is, depends in which year they are born.

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Wealth Protection

Wealth Protection

Important to secure the Wealth Protection for you and your family.

Our team work with you in understanding what impact unexpected health issues or death may have on you and your family. How your assets or quality of life, may be at risk.

Many insure their car and house but few will insure their most valuable asset - themselves.

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Savings Plan

Savings Plan

BOOST THE LOW RETURNS FROM YOUR CASH AND TERM DEPOSITS:

Establish a savings /income plan to have your hard working money earn a better return.

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Women, Superannuation and Lifestyle

Women, Superannuation and Lifestyle

Super – Vital for the New Age Woman

Statistically women tend to live longer than men, making it even more essential for them to accumulate enough superannuation to last through retirement.

According to a survey by Lonergan research conducted in 2011, 83 % of women say that their death will place a huge financial burden on their family. Taking out Life insurance can ensure that your family will not be in financial trouble if you are no longer able to provide for them.

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