Financial Planning

Wealth planning and business succession services help business owners and individuals enhance and preserve their wealth.

As your trusted wealth partner, we always work with you to make sure you have direct ownership of a customised portfolio of investments. These investments will be reviewed on a basis set out between client and planner depending on the desired outcome. We can offer you the support and guidance with the utmost expert financial support to achieve your financial goals.

Callaughan Partners can assist you in all areas of wealth creation including:

  • Strategy and guidance in relation to Superannuation
  • Strategies to legally reduce your tax
  • Investment portfolio construction and management
  • Succession, retirement and pension strategies
  • Personal strategic financial advice

Licensee

Callaughan Partners Financial Pty Ltd are authorised representatives of Interprac Financial Planning Pty Limited AFSL 246638.