We take a holistic approach when advising our clients. Good financial planning advice cannot be provided without considering our client’s personal and family needs. We’re committed to providing the best quality service and advice to help our clients achieve their financial goals. Crucially, we work with our tax + advisory team to ensure that our advice is tax effective and structured to meet your needs in order to deliver the best possible financial outcome.
We offer a wide range of integrated financial planning services that can help our clients achieve their financial goals, including:
- Diversified and tax effective investment planning
- Savings and wealth creation strategies
- Managed investments including cash, fixed interest, property and shares
- Master trust services
- Self Managed Super Fund advice
- Gearing strategies
- Life insurance and risk assessment (personal and business/key person)
- Estate planning
- Superannuation and rollover investment vehicles
- Centrelink strategies
- Retirement planning
Our approach is tailored, transparent, thoroughly researched and based on sound risk management principles.
Con Manos CA, GradDipAppFin, Dip FP ABN 67 659 447 656 trading as Manos Partners Wealth Creation is an authorised representative of Charter Financial Planning Limited Australian Financial Services Licensee