Brodie Martin - Profusion Planning
Business Insurance, Financial Planner, Investment Strategy
At Profusion Planning we know everyone is unique, which is why we pride ourselves on finding solutions tailored to your individual needs.
Our advice covers a wide array of services and needs, including:
Wealth Creation: Strategies to help you achieve your goals through a range of avenues including shares, managed funds, fixed interest securities, and margin lending.
Superannuation: Solutions to help you optimise your super to get the most out of your retirement.
Wealth Protection: Personal and business insurance to protect you or your business against any unforseen circumstances.
Retirement Planning: Solutions to maintain your desired lifestyle in retirement
Estate Planning: Working with you and your legal adviser to make sure your ultimate wishes are carried out.
Tax Planning: Ensuring your financial strategies are tax effective
Cash flow and Debt Management: Allocating your income in the most effective manner.
But it doesn't end there.
At Profusion Planning we believe ongoing support is critical to the success of a longer-term financial plan. After all, it takes time to understand and reach your goals, which is why we'll be there with you - not just at the beginning of your journey - but throughout the process, continually providing advice to match your ever changing circumstances.
The good news is, because no one is the same, our ongoing advice offering has been designed to match your individual lifestyle, so you only pay for advice services that are relevant to you.
, Financial Planner
, Financial Strategies
, Investment Strategy
, Personalised Financial Services