SERVICES

Investment Central is advice centric to corporates, small to medium enterprises (SME), athletes, professionals, high profile public figures and self funded retirees.

Investment Central is committed to serving its clients and associated partners in a diligent and professional manner.

All financial planners employed by Investment Central have undertaken extensive education to develop the skills and attributes required to plan and implement complex strategies. As a team we pride ourselves on efficiency and execution excellence.

Investment Central is able to provide you with specialist advice on all aspects of financial planning. Particularly in the following areas:

• Wealth Management
• Property Trust Listed & Unlisted
• Direct Share Investment
• Equity Investments - Australia & International
• Business/Corporate Advice
• Portfolio Reviews & Written Reports
• Wealth Creation & Preservation
• Strategic Planning/Structures
• Superannuation & Retirement Income Planning, including Rollovers, Annuities and Pension Projections
• Margin Lending Facilities
• Centrelink Pension Projections & Advice
• Mortgage Elimination Strategies
• Salary Packaging and Leasing
• Risk Management
• Life Insurance
• Investment Advice, including Cash Management Trusts and Managed Investment Trusts.
• Term Deposits & Debentures
• DIY Super Funds Strategies

In addition to the above services, Investment Central can provide assistance through referral relating to:

• Taxation Planning Services through referral
• Estate Planning advice, including Wills and Enduring Powers of Attorney (through referral)
• Commercial, Leasing, Investment and Home Finance

We only recommend an investment to you after considering its suitability for your individual
investment objectives, financial situation and needs.

We can provide ongoing monitoring of your portfolio. If you want this service you must pay
the agreed fee negotiated with our office. We will then monitor your portfolio and provide you
with a regular report on its performance.