Advice Offering
At Certus Financial, we have Certified Financial Planners (CFP®) available to provide specialist and technical advice to individuals to assist in making informed decisions about preserving and building wealth.
We can help you understand and evaluate your options in relation to the following areas of advice:
Savings & Investments
Let us guide you in making wise investment choices and maximising your savings potential.
Education Bonds
Plan for your children's education expenses with our tailored education bond solutions.
Investment Structures
Explore different investment structures such as superannuation, companies and family trusts to optimise tax efficiency and protect your assets.
Taxation
Our tax experts will help you navigate the intricacies of income tax, capital gains tax, and tax minimisation strategies.
Personal Insurance
Safeguard your loved ones' financial future with life, disability, critical illness/trauma, and income protection insurance plans.
Business Insurance
Protect your business with key person cover, buy/sell insurance, and business expense policies.
Superannuation
Optimize your retirement savings with strategic superannuation planning and investment advice.
Retirement Planning
Plan for a fulfilling retirement by developing a tailored strategy that aligns with your lifestyle goals.
Cashflow Projection
Gain a clear understanding of your financial position and make informed decisions with our cashflow projection and modelling services.
Redundancy Advice
If you're facing redundancy, we can help you navigate the financial implications and make the most of the situation.
Centrelink
Maximise your entitlements and effectively navigate the complexities of aged pensions with our expert guidance.
Aged Care
Get help navigating through the financial implications and eligibility to alleviate the stress and uncertainty associated with this important life transition.
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