Services

At Churchill Financial Planners we specialise in a variety of services and strategies to assist you in ensuring future wealth whilst adequately covering you and your loved ones against any unforseen loss.

Our strategic advice is based around your particular situation and the range of services we offer are illustrated below:

 Investment Services and Strategies

  • Financial Planning
  • Salary Packaging
  • Tax Effective Investments
  • Managed Funds
  • Direct Share Exposure
  • Portfolio Reviews
  • Savings Plans

Superannuation/Retirement Services and Strategies

  • Personal Superannuation Plans
  • Investment within Self Managed Superannuation Funds
  • Corporate Superannuation Funds
  • Pre & Post Retirement Strategies
  • Allocated Pensions
  • Annuities
  • Centrelink Analysis

Risk Insurance Services and Strategies

  • Life Insurance
  • Income Protection Cover
  • Total & Permanent Disability Insurance
  • Trauma Insurance
  • Business Expenses Insurance
  • Keyperson Insurance – Buy/Sell Arrangements
  • Estate Planning
  • Group Life Insurance Programs












 

 Churchill Financial Planners Pty Ltd, ABN 81 098 293 273 is a Corporate Authorised Representative (CAR. 252888) of Matrix Planning Solutions Ltd (ABN 45 087 470 200) AFSL No. 238256

Home
Services
Location & Contact
Useful Links
Forms, Documents & Calculators