Investment and Superannuation Advice | Melbourne | InterPrac

Investment and Superannuation Advice

Investment and Superannuation Advice

Through InterPrac Finance, or across the InterPrac Financial Planning Authorised Representative network, we can provide a comprehensive range of investment strategies and superannuation advice.  Whether just starting out, accumulating wealth, transitioning or in retirement, we are able to assist in achieving your financial goals.

Our services include:

Superannuation

We can investigate current superannuation holdings, and make appropriate recommendations ranging from consolidating multiple funds, rolling the funds over into a new super fund, or leaving funds where they currently are, taking into consideration fees, investment performance, goals and your Risk Profile.

Wealth Management

We offer a high level investment service and tailored investment portfolios to assist in meeting your clients’ financial objectives.

Self Managed Super Funds (SMSF)

Utilising our close affiliation with our Legal Documents division, NTAA Corporate, we are able to easily set-up a Self-Managed Super Fund, to allow your clients the flexibility of managing their own superannuation funds.

Investments may be across a broad range of assets including cash, public stocks, managed funds and real estate. We continuously review the SMSF and its investments to insure that it remains aligned to your clients’ objectives.

We can also assist in any lending requirements within the SMSF to purchase a property under a Bare Trust.

Insurance

Our team can also arrange personal insurance solutions for you and your clients.  We specialise in Life and Income protection, TDP insurance and Trauma/Critical Illness/Recovery insurance.

For more information

Contact InterPrac Finance on 1800 700 666 or complete the enquiry form below and an InterPrac team member will be in contact with you shortly.

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