Wealth Management

The financial decisions you make today will have a large impact on your future.  Making the appropriate choices now can give you the freedom to live the life you want.  No matter what stage in life you are at, we can put together a financial plan to suit you.

Frank Clune & Son provides a fee for service comprehensive financial planning and wealth management service to its clients.  We pride ourselves on creating effective and cost efficient strategies to meet the goals and needs of our clients.  By intergrating the knowledge and experience of our advisers with a full understanding of your individual circumstances, we provide you with the confidence your plans will be achieved.

In summary, we assist our clients to build, maintain and transfer wealth.  Our services include:-

Superannuation & Retirement Planning

  • structural advice
  • investment strategy and advice
  • SMSF establishment, advice and administration
  • superannuation fund selection (including industry funds, retail funds, corporate funds and SMSF)
  • assistance with consolidating multiple superannuation accounts
  • retirement planning strategies (including transition to retirement pensions and allocated pensions)

Insurance & Risk Planning

  • life
  • income protection
  • trauma
  • total & permanent disability
  • business insurances
  • key person
  • business succession

Investment Advice

  • investment strategy and advice
  • risk profiling and modelling
  • portfolio creation, monitoring and management