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
• Gearing Arrangements
• 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