Phalanx Financial Services Pty Ltd

Phalanx Financial Services Pty Ltd

Phalanx Financial Services was founded in December 2012 by Stuart McGilvray to work together with like minded people to help achieve the best possible financial outcomes for them and their families.

Stuart is particularly passionate about improving client's lives and transforming their lifestyle. After being employed in Financial Services for over a decade he felt it was time to convey that passion by creating his own financial planning firm and thus Phalanx Financial Services was born.

The following are just some of the different areas we can advise on and provide assistance with -
Gearing Solutions.
Transition to Retirement and Salary Sacrificing.
Salary Packaging.
Debt reduction and budgeting advice.
Business Succession Planning.
Redundancy and Retrenchment.
Advice on Investment Platforms.
Direct Share and Managed Funds investment research and advice.
Self Managed Superannuation advice.
Limited Recourse Borrowing Arrangements (Borrowing through a Self Managed Fund).
Instalment Warrants.
Asset Allocation.
Access to share brokerage services.
Assistance with share registries.

For further info please don't hesitate to contact us for an obligation free discussion.
...read more