Financial Planning

Addison Partners Financial Planning* can provide you with personal financial planning advice across a range of areas. From personal superannuation, investment and insurance advice to the more complex business succession planning we are well positioned to provide advice.

Addison Partners Financial Planning is an in-house service provided by a number of representatives. With representatives servicing all Addison Partners offices as well as Newcastle and Sydney, we have extensive resources to ensure you receive the right level of advice.

Addison Partners Financial Planning can offer financial services and advice that covers the following areas:

  • Wealth Creation including advice on securities
  • Retirement Planning including superannuation and strategies for transitioning to retirement
  • Risk management & Protection of Assets
  • Retrenchment & Redundancy advice
  • Social Security / Centrelink entitlements

 

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*APN3 Financial Planning Pty Ltd, trading as Addison Partners Financial Planning is an Authorised Representative of Lonsdale Financial Group Limited AFSL 246934 ABN 76006637225.

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