Our FINANCIAL PLANNING services

Retired couple in Canberra going for a walk

TRANSITION TO RETIREMENT ADVICE

Are you looking to gradually transition into retirement? Perhaps you’re interested in reducing your work hours and accessing some of your superannuation. We can look into your options for gradually transitioning into retirement. Including reducing your working hours and tapping into your superannuation.
 

 

Young woman speaking with her Canberra financial planner about insurance

INSURANCE ADVICE SERVICES

Have you reviewed your personal risk insurance requirements in the last 12 months? Do you have sufficient life insurance to cover, as a minimum, your existing and proposed debts? If your income reduces, due to illness or injury, do you have the insurance to cover your loan repayments and living costs? We will assess your personal risk insurance requirements and advise on whether you have sufficient cover in place.
 

 

Elderly woman shaking hand with her financial advisor in Canberra

SUPERANNUATION ADVICE SERVICES

Enjoying a comfortable life in retirement is a goal that all Australian’s aim for. A healthy superannuation balance is often the key to realising this goal. By seeking expert advice, it’s possible to give your super a significant boost by taking a few steps. This includes choosing the best super fund for your circumstances and making additional, tax effective contributions.
 

 

Client discussing financial planning advice with their advisor in Canberra

INVESTMENT ADVICE SERVICES

We provide our investor clients with specific, proactive investment advice catered to their individual needs. We will take into account your tolerance to risk and stage of your investment lifecycle to formulate an investment plan that is specific to your financial goals.
Happy retired couple enjoying a walk in Canberra

SMSF ADVICE SERVICES

We can provide you with advice on the pros and cons of setting up a SMSF and work out whether it’s going to be suitable for you. The SMSF landscape is dynamic and complicated – we pride ourselves on keeping ahead of the curve when it comes to providing SMSF advice.
A financial planning client in Canberra holding out a credit card

DEBT ADVICE SERVICES

Are you having a difficult time juggling debt? We will help identify ways you can reduce debt. We will look at ways to improve your financial situation.

GENERAL ADVICE WARNING
Any advice on this site is of a general nature and is not tailored to your individual circumstances. Please seek personal, professional advice prior to acting on any information.

AUTHORISED REPRESENTATIVES
Damian Toms & The Burley Griffin Finance Co. Pty Ltd are Authorised Representatives of GWM Adviser Services Ltd AFSL 230692

CONTACT US
Suite 4, 44-52 Townshend Street
PhillipACT 2606 
Email Us

Ph: 1300 210 594