Group Financial Advising Pty Ltd
20 Dale Street, Brookvale, New South Wales 2100
About the Business
Welcome to Group Financial Advising Pty Ltd, located in the vibrant city of Brookvale, Australia. With over thirty years of experience, we are a trusted establishment in the finance industry and a point of interest for individuals and businesses seeking expert financial advice.
At Group Financial Advising, we specialize in a range of services including superannuation (both personal and corporate), pre and post-retirement benefits, self-managed super funds, pension funds, and life insurance products, including tax-effective investments. Our goal is to simplify these complex services and products, ensuring ease of understanding and reduced fees for our valued clients.
In the past, superannuation was a simple concept of investing 10% of your income for retirement. However, with the introduction of compulsory superannuation in 1992, navigating the intricacies of superannuation, tax laws, and stock-market downturns has become increasingly challenging for many individuals. Fortunately, our experienced team has successfully guided numerous clients to easily understand what is required to retire comfortably, eliminating the stress associated with complex financial matters.
No matter your preferred funding style, whether it be sophisticated self-managed funds, personal superannuation and retirement plans, employer staff funds, or basic tax-effective investment advice, we are committed to simplifying your financial life.
For those who are retired, we understand the concerns regarding stock market downturns and potential loss of investment capital. By utilizing our proven investment strategies, we can greatly reduce these worries and provide you with peace of mind.
Life insurance products play a crucial role in providing financial protection for unforeseen events. At Group Financial Advising, we specialize in reviewing various life insurance products to ensure competitive premiums and prompt claims settlement. Whether you are an individual or a corporate client, we offer Life and Total Disablement insurance to protect those who depend on you. Families need the bread-winner insured, and businesses require adequate coverage for key personnel to ensure management replacement and financial compensation.
We also offer income protection insurance, which guarantees your income in the event of illness or accident rendering you unable to work for an extended period. This insurance has proven to be invaluable for many of our clients, helping them remain financially stable during difficult times.
Additionally, we provide business overhead insurance, which ensures that your business expenses are fully covered for up to one year in the event of accident or illness. Similar to income protection insurance, the premiums for this policy are usually tax deductible as a business expense.
In the unfortunate event of a serious illness or major trauma, recovery insurance can provide a lump sum, tax-free payment to assist you in your journey towards recovery. This type of insurance has been a lifeline for numerous clients facing illnesses such as cancer, stroke, and heart attack.
Please note that the above information is a brief outline of the products and services available through Group Financial Advising and should not be considered financial or taxation advice. We understand that every person and business has unique needs, and our services always include a thorough analysis of your specific requirements and the suitability of various products. Feel free to contact us via phone or email for further information without any obligation.
Choose Group Financial Advising Pty Ltd for expert financial guidance and simplified solutions.
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