Financial Planning

Financial Planning from Swiss Financial Consultants

By: Swiss Financial Consultants  11-Mar-2011
Keywords: Financial Planning, Financial Planner, Wealth Management

SWISS Financial Consultants is a group dedicated to helping you build your wealth while maximising both your financial security and income levels.

To this end we focus primarily on Managed Discretionary Account (MDA) service which we are licensed to provide. It is an efficient way to personalise advice to you on the highest level in order to meet your specific investment needs.

Within this framework we also offer the following services

  • -Portfolio management
  • -Share advice, research and execution
  • -Financial guidance and planning strategies
  • -Referrals to services outside our areas of expertise
  • -Home loan services
  • -Retirement planning
  • -Estate planning, wills and powers of attorney
  • -Insurance services

Keywords: Corporate Superannuation Plans, Financial Consultants, Financial Planner, Financial Planning, Investment and Wealth Management, Investment Strategy, Portfolio Management Services, Superannuation Fund, Wealth Management, Wealth Management Services

Other products and services from Swiss Financial Consultants


MDA Advisor

An experienced advisor who has the collective experience of a financial planner, a stockbroker and a fund manager and has


Fund Manager

The person responsible for investing a mutual fund's assets, implementing its investment strategy and managing the day-to-day portfolio trading.