Financial Planning

Whether you are planning for retirement, managing your business or looking to grow your wealth, careful planning and regular reviews of your investment strategy and financial position are vital in achieving your financial goals and objectives.

Catalyst Financial Advice has a unique service model that is designed for clients seeking a complete financial solution who appreciate the benefits of a personalised service, professional investment management, transparency, complete account administration service and investment reporting.

Catalyst Financial Advice Pty Ltd is authorised to provide general and personal advice in relation to the following Financial Products:

provide general advice and personal advice in relation to the following:

(i)  bank deposit and payment products;

(ii) the Licensee’s managed discretionary account service;

(iii) sale or transfer of listed securities (where such listed securities were held by Clients prior to becoming a Client)
to a Licensee managed discretionary account;

(iv) the establishment and the winding up of a self managed superannuation fund;

(v) the commencement and commutation of superannuation pensions
and withdrawals of lump sums; as well as making all types of superannuation contributions;

(vi) the rollover and transferring of accumulated superannuation membership benefits from an existing superannuation entity to a self managed superannuation fund;

(vii) a regulated superannuation fund entering into a borrowing arrangement in accordance with the rules specified in the Superannuation Industry (Supervision) Act 1993;

(viii) gearing for investing in financial products, however no margin lending advice or advice in respect of such facilities or the like in respect of financial products are authorised, except when advising on the repayment of debt within existing margin loan facilities or any other such facilities; and

(ix) sale or transfer of investments from a managed investment scheme that is not otherwise within paragraphs (a)(i) to (a)(viii) above into a financial product in accordance with paragraphs (a)(i) to (a)(viii).

provide general advice in relation to securities.

provide general advice and personal advice regarding risk  products and participation in superannuation funds in relation to risk products issued by life risk Insurers that have been approved by Politis Investment Strategies.

Financial Planning Approach

  • Initial Meeting – aim is to understand your financial position,
    what is important to you and your objectives

  • Analysis – of your current position and explore all possible strategies

  • Preparation – of a comprehensive Statement of Advice including the most appropriate investment recommendations

  • Presentation – of your personalised Statement of Advice and any questions discussed in detail

  • Implementation – facilitation of the entire implementation process for the recommendations agreed to by you

  • Ongoing Reviews – regular reviews of your investment portfolio and financial position will be held

Catalyst Financial Advice Pty Ltd ABN 64 612 552 833 is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241,
an Australian Financial Services Licence Holder No. 253125.

The Financial Planners of Catalyst Financial Advice Pty Ltd provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd.

(b)
(c)

(a)