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Staff Staff
 

advisers@civic-fp.com.au

Authorised Representatives of

Civic Financial Planning's Office at
1st Floor, Pharmacy Guild House
15 National Cct
BARTON ACT 2600

Postal Address is
Locked Bag 3
KINGSTON ACT 2604

 


With approximately 70% of referrals to Civic Financial Planning coming from existing clients who refer their family, friends and colleagues we are very confident our services represent excellent value for money. 

Civic Financial Planning is Canberra’s largest privately owned financial planning practice and available to cost effectively assist you with your strategic financial planning requirements.

Financial Planning is Essential

Constant changes to rules affecting superannuation and rollovers, together with the many financial products and opportunities available, make decisions difficult. Financial planning involves designing strategies for all areas of personal finance. Advice must be tailored to your individual needs to gain the maximum benefit from strategies and investments.

Civic Financial Planning is Canberra's largest privately owned financial planning practice with particular expertise in the public sector superannuation funds and also general investment strategies.

Our practice can provide strategic and/or investment advice whether you are in the wealth creation phase, approaching retirement or have reached retirement and are concerned about all the options available to you.

We have available a comprehensive range of well researched investments.

Professional analysis takes into account your assets and liabilities, risk profile, current and future income requirements and is the initial part of our service. Once your plan is in place, regular reviews ensure that it maintains its effectiveness, and is appropriate for changing needs and circumstances.

Federal Budget 2009

Click here to download our summary of the 2009 Federal Budget

The Wisdom of Great Investors

Published by Perennial Investment Partners is a collection of thoughts from some of the great all time investors and economists such as Warren Buffett and John Kenneth Galbraith.

Click here to download this publication

 

 

 
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