Services

When partnering with clients to meet their needs, Page Seager Financial Planning provides a comprehensive range of services and expertise.

When providing Financial Advice our advisers choose to work with clients on an hourly rate basis.

The firm provides advice to both individual and corporate clients in relation to:

• Strategic advice:
• Pre-retirement and retirement income planning
• Asset structuring
• Wealth accumulation
• Centrelink/Veterans Affairs
• Superannuation:
• Establishment and maintenance of Self Managed Funds encompassing superannuation legislation and Trustee assistance.
• Corporate Superannuation
• Advice on employee choice of fund
• Investments:
• Managed Fund and Direct Share advice, including transaction services
• Portfolio development, implementation and ongoing advice
• Portfolio administration
• Small Business Succession:
• Business owner’s succession, retirement planning and risk mitigation strategies.
• Services include advice on Buy/Sell matters and key man advice
• Personal Risk management:
• Personal insurance planning including Income Protection, Life and Total and Permanent Disability cover
• Estate Planning and wealth preservation
• Our process brings together your business and personal affairs coordinating them with your estate planning objectives.
• Intergenerational wealth transfer planning

In addition to the above, Page Seager Financial Planning also provide ongoing private client services to ensure that your financial plan and/or investments are continuing to meet your goals, expecations and objectives. Please follow the link to find more about our Solutions program.