As a client of Success Planning you will be offered a full range of Financial Services and Financial Advice.
Our Services are available to employees, self employed and employers. We have a great range of client solutions so let us show you how we can help.
Our Services can address the needs and objectives for a single issue, a complete & holistic financial analysis and recommendation or anything in between. Lets us explore some financial solutions for you.
An example of a single issue requiring a solution may be, "How long & at what level would you want your current income to continue should you suffer an injury or illness that prevented you from working?".
Advice, Services and Recommendations can be tailored for individuals, couples, families, employees, employers, Business Succession issues for differing business owners & structures, Self Managed Superannuation funds and estates. Of course other financial advisers and employment professionals are catered for with a sophisticated range of partner services.
Everyone has different needs but most people don't plan to fail, they just fail to plan.
Some of the area's Sean can improve your financial foundations include (but are not limited to):
-Personal Protection upon Death, Illness or Accident, Income Replacement & Business Expense Reimbursement for Self Emplpoyed
-Buisness Protection Planning needs including Buy/Sell agreement funding, Loan Guarantor Protection & Keyperson Cover
-Personal Superannuation
-Retirement Planning
-Financial Planning including Budgeting & Cashflow analysis
-Managed Investments
-Self Managed Superannuation Funds
-Margin Lending
-Direct Equities
We can come to you at a time that's convenient and our offices are based in Queensland's beautiful Gold Coast region. We have partner offices Australia wide.
We utilise the latest in technology to deliver services to our client's world wide, in an efficient and timely manner. We use Skype for any long distance or 'unattended' appointments.
Success Planning has been operating since 2002 but our experience in the industry goes back to 1993.
At Success Planning, we have chosen to partner with and utilise the Australian Financial Services Licensee services of Professional Investment Services. As an Australian Financial Services (AFS) License holder, Professional Investment Services is a wholly owned subsiduary of Centrepoint Alliance Limited (Centrepoint Alliance) an ASX listed company and provider of Australian Financial Services Licensee services in Australia.
Sean Robbie (AR # 245166) is a practitioner member of the Association of Financial Advisers (AFA) and is an Authorised Representative of Professional Investment Services.
