Financial Planning

Our financial planning team is Australian Capital Insurance & Super “ACIS”.

ACIS consists of a dedicated team of advisers with several years experience in providing security, protection, support, and growth to our new and existing clients.

ACIS advisers provide assistance in the following areas:

• Risk Management - this includes Life, Trauma, Total & Permanent Disability (TPD), Income Protection, Mortgage Protection and Business Expense Protection.
  
  Risk Management is an essential element in everyone's life to protect ourselves and our loved ones in the event of a death, accident or sickness.
  
  
• Superannuation
  
  Superannuation is a compulsory requirement of the Australian Government.  ACIS can assist you in deciding which Superannuation fund to put your contribution with to maximise growth and deal with consolidation of existing policies.
  
  ACIS also specialises in providing advice for Self Managed Super Funds, whilst assessing your individual needs.
  
  
• Investment Planning
  
  Investment Planning is about looking after your future financial position. There are many different options available which depend on the needs of individual clients, such as each persons risk and return position. Through diversification ACIS can also help maximise returns. You, the client can also decide whether you require a low risk investment with a regular dividend, or a high growth investment that pays only on maturity.  ACIS has the tools to select the investment option that best suits your requirements.
  
  
• Retirement & Estate Planning
  
  Retirement Planning is recognized as a need to secure your future and future cash flows.  ACIS will analyse your current financial position and future goals.  They will determine what options are available to you, putting a plan together that is personally tailored to meet your needs.  In this process, they will also look at maximising any social security benefits that you might be entitled to, minimising taxation, and providing an income stream for your future.

There are no upfront fees involved in talking to an ACIS adviser, so please phone one of our qualified team members today if you are interested in talking with them about: Risk Management, Superannuation & Retirement Planning or Investment Planning.

Your Financial Planning Team is:

Nottage Management Services Pty Ltd
Trading as Australian Capital Insurance & Super
Authorised Representative No: 263357

Stephen Carroll - Certified Financial Planner and Member of Financial Planning Association of Australia  
Mobile: 0412 843 777
Email: stephenc.acis@achl.com.au 
Authorised Representative No: 263359

Christine Carroll – Authorised Representative - Certificate IV of Financial Planning
Mobile: 0412 843 777
Email: christinec.acis@achl.com.au 
Authorised Representative No:  263358

Australian Financial Services License (AFSL) is held by Millennium3 Financial Services Pty Ltd
AFSL No: 244252

The information is general in nature and may not be relevant to your individual circumstances.  You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice.  You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.

 

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