Anneliese can assist you with a broad range of services.
* Retirement Planning
* Wealth Creation Strategy
* Centrelink
* Superannuation Analysis & Strategy
* Insurance & Financial Protection Strategy
* Self Managed Super Fund Strategy & Structural Advice
* SMSF Setup & Administration
* Tax Minimisation Strategy
* Debt Planning & Minimisation
* Home Loan Affordability and Budgeting Strategy
* Estate Planning
* Salary Packaging Corporate and Government
* Specialist in Corporate Super Management
* Specialist in Womens Affairs.
Anneliese is a very experienced Financial Adviser who has has been working in the financial Services industry for over 25 years. Over this period, Anneliese has had corporate senior management roles in technical and financial compliance. In 2008, she left the corporate world for a direct client advisory role, forming Polaris Financial Services Pty Ltd. Anneliese works with her clients on a regular basis, recommending strategy and products that match client goals and objectives, to achieve solid and attainable outcomes.
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50 Urquhart St, Woodend, VIC, 3442
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