Wealth Solutions
 

Strategic Financial Advice

Personalised 

When it comes to providing professional 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.

Corporate

At CIVIC Financial Planning, we also provide a range of strategic financial advice for those working in the corporate sector. Based upon your individual needs, our advisers can assist with determining the most efficient trading and investment structures for your business, including tax planning and asset protection, as well as Group Superannuation and Group Risk product services.

Superannuation | Risk Management | Investments | Retirement  Estate Planning | Taxation 
Asset Protection | Group Super | Tax Planning | Group Risk | Trading Structures

Wealth Accumulation Strategies 

Portfolio Management

At CIVIC we believe your investment objectives can be better achieved by investing your funds to a diversified portfolio of investments within our recommended administration platform. We do this by partnering appropriate investment portfolios to suit your specified objectives. In doing so, we can ensure that you, the investor, will be paired with a suitable degree of risk and volatility, and there are far less surprises under adverse investment conditions.

Superannuation

As one of your most important tools in retirement, your Superannuation should be managed carefully. Civic can help you invest and manage your Superannuation appropriately for your retirement needs, keeping you informed of the journey every step of the way.

Self Managed Superannuation

The rules and regulations surrounding a Self Managed Superannuation fund can be complex and confusing. Let our expert Advisers guide you through your SMSF journey. From the initial decision stages, to navigating through compliance and regulatory hurdles, we can help. 

Investments

With years of experience and a breadth of investment options, we're perfectly positioned to help you protect your investments, and let time and not timing dictate what you do.

Estate Planning

Will formation and Trusts

Navigating Estate Planning can be difficult and sometimes an unpleasant experience to undertake alone. Let CIVIC and our qualified experts answer any questions you may have as well as help guide you through any hurdles you encounter.

Intergenerational Wealth Planning | Succession Planning |  Formation of Wills 
Powers of Attorney | Testamentary Trusts | Binding Death and Beneficiary Nominations