Fintuition Pty Limited is an FPA Professional Practice
OUR SERVICES
At Fintuition we have the breadth and depth of expertise to assist our clients with every aspect of their financial situation. In our comprehensive approach, we look at the complete picture to ensure all components are working together.
We provide a complete financial planning service
Our holistic approach to financial planning means we look at the complete picture to ensure all
components are working together. Our services are best described within six categories:
- > 1. Making It
- Income splitting
- Salary packaging
- Salary sacrificing
- Executive options
- Pre-pay expenses
- Negative gearing
- Capital gains/losses
- Tax effective investments
- > 2. Growing It
- Cash / fixed interest
- Property
- Aust / international shares
- Alternate Assets
- Investment vehicle
- Dollar cost averaging
- Savings plan
- Gearing
- > 3. Leveraging It
- Home / Investment loan
- Margin loan
- Offset loan
- Line of credit
- P&I / Interest only
- Fixed or variable
- Loan to value ratio
- Debt serviceability
- > 4. Protecting It
- Loss of income
- Loss of asset
- Interest rate movement
- Market Volatility
- Life insurance
- Asset insurance
- Estate planning
- Hedging
- Risk profiling
- > 5. Enjoying It
- Superannuation assets
- Non superannuation assets
- Contribution rules
- Self-managed superannuation funds (SMSF)
- Transition to retirement
- Allocated pensions
- Complying pensions
- Reverse mortgages
- > 6. Disposing It
- Individual ownership
- Joint ownership
- Tenants in common
- Trusts
- Companies
- Superannuation
- Will
- Testamentary trust
- Power of attorney
- Guardianship
- Binding nominations
- Life tenancy
For more personalised information call us today on 02 9362 5050 or email us.
© 2010 Fintuition Pty Limited and its advisers are Authorised Representatives of
Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers