Services

Riverina Financial Planning offers an extensive range of financial services which enables us to create a tailored financial plan, whatever your situation.

Our team of experts offers in-depth knowledge and advice in the following key areas:

• Wealth Creation - including investment selection, asset allocation, investment gearing;
• Superannuation and Retirement Planning - including self managed superannuation funds;
• Asset and Wealth Protection - personal risk insurances.

Other services include:

• Managed Investments
• Regular Investment Plans
• Salary Sacrifice
• Direct Shares
• Margin Lending
• Transition to Retirement
• Centrelink Entitlement
• Basic Estate Planning
• Business Succession Planning
• Redundancy Planning
• Complex Estate Planning by referral
• Tax Planning by referral
• General Insurance by referral
• Finance by referral

Educational Brochures

Consultum Financial Adviser’s series of educational brochures is designed to assist investors develop a greater understanding of their investment options. The educational brochures provide information on investing, superannuation, insurance, debt management, Centrelink and retirement.

Please click here to view Consultum Financial Adviser’s series of educational brochures. Please note, this link will take you to an external website.