Financial Planning and Retirement Services

Account(able) advises on personal wealth: Whether you are accumulating it, protecting it or planning your retirement. Our advice is professional, simple and practical so that you understand how to achieve your goals.

Wealth is all about the things that mean the most to you: retiring early, your dream house, time with your family, holidays, a house on the beach or that boat you have always wanted.

Our personal wealth team’s aim is to educate and empower you. The goal is to deliver financial clarity, and help build the path to your future wealth and security.

Our areas of expertise:

• Superannuation

• Self-managed superannuation

• Advanced integrated SMSF strategies

• Investment Advice

• Wealth management advice, develop and regularly review your plan to save for a comfortable retirement

• Wealth accumulation strategies

• Grow your retirement savings through borrowings and contributions

• Protect your retirement nest egg through Estate planning

• Transition to Retirement

• Advice on Centrelink

• Income protection insurance

• Life insurance

• Trauma insurance

For further information on Account(able) Financial Planners please see: https://www.accountablefp.com.au/

Paul Davis and Account(able) Financial Planners Pty Ltd are Authorised Representatives of ASVW Financial Services Pty Ltd ABN 27 007 261 083 | AFSL 446176 | www.asvwfs.com.au

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