Personal & Business Services
At Financial Index Australia, we provide a comprehensive range of services for personal and business clients. From Estate Planning, Risk Management, Investments, Retirement Planning, and Individual Superannuation, through to Group Super, and Group Risk product services, our customisable services reflect the unique requirements of our diverse client base.
Regardless of where you are in your wealth creation journey, we’ve to the experience, knowledge, and expertise to help you succeed.
Financial Planning for Individuals and Families
When it comes to providing professional financial advice for individuals and families, we understand the importance of personalised service. That’s why all advice provided by our accredited advisers is based upon a careful analysis of our clients’ specific needs and objectives. We also work with allied industry professionals such as lawyers and accountants in order to structure our clients’ affairs in the best way possible.
Our main areas of expertise include:
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· Estate Planning
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· Risk Management
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· Investments
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· Retirement
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· Superannuation
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Corporate Services
At Financial Index Australia, we also provide an ample range of services for corporate, professional and business clients. Depending on your needs, our advisers can assist you with deciding upon the most efficient trading and investment structures for your business, including better tax planning and asset protection, as well as Group Superannuation and Group Risk product services.
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· Tax Planning
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· Asset Protection
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· Group Super
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· Group Risk
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· Trading Structures
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"I have been a most satisfied client of Civic Financial Planning for the past 14 years and Tom Dawes has been my financial advisor for the past ten years or so. Tom has a vast knowledge of the financial world and consistently provides prompt, efficient and accurate advice in which I place a high level of trust. I have no hesitation in recommending Tom Dawes as a most helpful and friendly financial advisor who always gives his clients a personal and professional service. " Paul Taylor
, Adviser - Tom Dawes
"David McKay has been my financial adviser for approximately ten years. During this period the stock market has had its ups and downs but that hasn’t really mattered, because David has adopted a long-term approach. There have been no get-rich-quick schemes; just good, sound, practical advice. Along the way I have benefited greatly from several tax-effective saving methods. Such techniques are common practice for an experienced financial adviser, but a mystery to the layman. Everyone should have a good financial adviser!
." Geoff Foster
, Adviser - David McKay
"Howard Kemp became Financial Adviser to my husband and I on retirement and since my husband’s death I have been very grateful to Howard for his guidance and advice concerning my financial situation. He answers my questions clearly and takes into account my wishes and comments and I have confidence in the decisions that I make. I trust Howard and appreciate his professionalism." June Falkner, Adviser - Howard Kemp
"I have been a client of Tom Dawes since 2003 and since then we have formed a solid professional and personal rapport. We have a friendly and open client/adviser relationship based on Tom’s professionalism, competence and ability to respond to my needs. Tom is always available to answer my queries and his advice is well-researched, fully explained and delivered in a timely manner. Because of his performance over the years of our relationship, Tom has my complete trust." Greg Kennett
, Adviser - Tom Dawes
"Tom has been my adviser for ten years now. I find him very knowledgeable. His communication style is easy to understand and his advice is accurate. I have complete trust in him. " Glenda Anderson, Adviser - Tom Dawes
