You may be overwhelmed with the information about the different services available within financial advice.
Don’t panic… We are here to help.
We sift through all the information for you to find the best products to meet your individual and business needs. Your adviser will also walk you through a process dedicated to getting the best results tailored for your individual situation. The services you receive at Monash Group Financial Planners are broken into 5 categories to make it easier to find your way around.
PERSONAL FINANCIAL PLANNING
Superannuation strategies
Self-managed super funds
Retirement planning
Wealth accumulation strategies
PERSONAL PROTECTION
Life insurance
Total & permanent disability
Medical trauma insurance
Income protection
Estate planning
BUSINESS SOLUTIONS
Key person insurance
Business succession planning
Group disability
Employer superannuation
CLAIMS CARE SERVICE
Immediate assistance
Support during the life cycle of
the claim
Vital Health and I.C.E
Post Claim Care
Our desire is to provide you with the necessary advice and tools to reach your financial and insurance goals.
Why not contact us today to start the ball rolling?
