Financial Planning

By: Gurney Financial Services  15-Oct-2012
Keywords: Financial Planning, Business Insurance, Financial Planner

Looking after you and your family. Gurney Financial Services is a financial planning business with a difference. We are committed to providing our clients the highest level of personal and individual service, with honesty and professionalism. We aim to improve the quality of life of all clients by focusing on individual values and fulfilling financial objectives. We provide holistic financial planning to our clients. Gurney Financial Services Specialise in: Debt Management Estate Planning Family Budgeting Financial Planning Investments Key Person & Personal Insurances Employer & Personal Superannuation Personal Strategies Savings Plans Starting Out Whether it be starting out with your first superannuation plan, or consolidation of all your old superannuation funds. Gurney Financial Services specialises in assisting our clients, to consolidate their superannuation funds. We complete a full needs analysis as well as risk profiling on all our clients to insure they are invested into the correct products and investment options. Setting up life together So you have moved on to a couple and bought your first home. What about insurance to protect your life, lifestyle and family. Gurney Financial Services will complete a full insurance assessment and recommend what you need. Whether that be Life Cover, Total & Permanent Disbility, Trauma, or/& Income Protection. Family and Lifestyle As we start a family and our lifestyles change, so does our financial planning. Gurney Financial Services work with families to assist them with their future planning. This may be a savings plan, saving for your childrens education, or maybe even a wedding. Maybe you wish to salary sacrifice into your superannuation or increase your insurances.

Keywords: Business Insurance, Financial Planner, Financial Planning, Financial Strategies, Investment Strategy, Personalised Financial Services, Superannuation Calculators