Investing
Smooth Sailing Financial Services
Closed until Monday
9:00 am - 5:30 pm
0459 333 420
Port Melbourne
VIC, 3207
Smooth Sailing Financial Services
Your financial peace of mind. Optimising the way you protect and grow your assets in order to start living your life knowing your family's future is assured.We review and optimise your investments, superannuation and life insurances to support you in achieving your goals. Selected advice or comprehensive financial planning.
Investment portfolio: reducing risk, optimising returns, structures and product advice, investment strategies.
Superannuation: investment and contribution strategies, consolidations, retirement strategies, separately managed portfolios - SMA.
Life insurance: determining the right cover, advice on additional features, managing your claim.
Financial advice: cash-flow, budget and debt management, savings plans.
Business owners, self-employed, SMEs: income protection, business expense insurance, keyman policies, succession planning.
Authorised representative of Gold Financial P/L.
Please visit our website and contact for more information. ...read more
Contact details
Services
- Retirement Planning
- Shares
- Rollovers
- Investment Trusts
- Fund Management
- Annuities
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Opening Hours Detail
- By Appointment (Only)
