Adelaide Investment & Insurance Group

Overview

Adelaide Investment & Insurance Group Pty Ltd have been assisting people achieve their financial goals since 1994. We pride ourselves on our unique approach to managing all aspects of your financial situation.

The service, guidance and support we give to their clients is unsurpassed.

Adelaide Investment & Insurance Group holds an Australian Financial Services Licence No. 226405 and is a Principal Member of the Financial Planning Association of Australia (FPA), we make sure our planners adhere to strict guidelines regarding professional conduct and ethics.

Why Financial Advice?

Financial Planning helps meet your goals through active management of risk and your financial resources. Typically we use a process of setting your goals with you, and then we work out what you need to do to achieve those goals.

If you follow a realistic plan to achieve your goals, you are more likely to achieve them.

How can we help you?

Changes in our lives occur, often changing our financial priorities too. Whether, you have begun your own business or planning your retirement. You are no longer single, or you are single again. You have become a parent, or you have been made redundant. Life events such as these are where a Financial Planner may be of assistance.

Adelaide Investment & Insurance Group offers a diverse range of financial services, including:

• Retirement income planning - plan for your financial future§ Superannuation - clarify your options & maximise your potential earnings
• Investments - understand the investment options available to suit your needs and wants
• Wealth Creation Strategies - make the most of your current financial situation
• Centrelink - maximise your income from pensions, advise on eligibility and provide general guidance on Centrelink allowances/pensions
• Personal Insurance - provide you with insurance to fit your requirements
• Accountants with expertise and a wealth of experience - provide you with an accountant in our network of Authorised Representatives

Call us today to discuss any of these or other financial situations - Contact Us