Financial Planning

Whether you are preparing 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.

To help understand how a Financial Plan may benefit you:

  • Have you repaid your Home Loan?

  • Do you find you have Surplus Income?

  • Have you received an Inheritance?

  • Have your personal Insurance needs been reviewed?

  • Is your Superannuation balance greater than $250,000?

  • Are you happy with the performance of your Superannuation Fund?

  • Do you know how your Superannuation balance is invested?

  • Do you have a Self-Managed Superannuation Fund, or are you interested in one?

  • Have you turned, or are you about to turn 55, 60 or 65 years old?

  • Are you unsure of what you will need for a comfortable Retirement?

  • Would you like to understand the best way to fund your Retirement?

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.