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Selfinvest.com.au is a division of Open Financial Services Pty
Ltd. Open Financial Services Pty Ltd is a financial
planning firm that prides itself on providing the very
best investment and financial planning advice to individuals
and corporate clients. We are not owned by a bank or
fund manager and rebate 100% of entry fees on most
Managed Funds, Superannuation Funds, Allocated Pensions
and Master Trusts/Wrap accounts.
Open Financial Services Pty Ltd is an Australian
Financial Services Licensee and a Principal Member
of the Financial Planning Association of Australia.
All our advisers are Certified Financial Planners and
have each featured in Personal Investor Magazine’s top 50 advisers
in Australia.
Your first meeting is free of charge and gives you
the chance to get to know us. At this meeting we will
also begin to map out some strategies for you.
The next step is for us to document our advice for you
in a financial plan. This will be done on a fee for service
basis and may cover issues such as:
- Your personal long and short term financial goals
- Superannuation Advice
- Investment Advice & Wealth Creation Strategies
- Taxation & Accounting matters
- How you can reduce your mortgage and personal debts
- Income protection and Life insurance requirements
- Education savings plans for your children
- Retirement planning
- Centrelink Issues
Click
here to arrange an appointment with one of Open
Financial Services financial planners to discuss
your financial situation. Or call us on 1300 780 690 for a free no obligation consultation.
Address: 155
Drummond Street, Carlton VIC 3053 Australia
Phone: 1300 780 690 Facsimile: (03) 9663
7593 Email: admin@selfinvest.com.au |
