What is Financial Planning?
Our objective is to assist you to achieve your financial lifestyle goals over a period of time through wealth creation, wealth protection, retirement and estate planning.
We can provide you with a holistic financial planning service, or simply assist in one or more of the following areas:
- Retirement Income Streams
- Redundancy Packages
- Centrelink/ Veterans' Affairs Strategies
- Wealth Creation
- Investment Portfolios
- Salary Packaging
- Personal Risk Insurance
- Tax Effective Investing
- Estate Planning
- Investment Placement
- Retirement Projection
Please find enclosed a portfolio regarding "Financial Services and Credit Guide" for more information.
Please find enclosed a portfolio regarding "Product Disclosure Statements" for more information.
Please contact us if you want more information. We are committed to ensuring the privacy and security of your personal information.
PDK Financial Solutions Pty Ltd (ABN 67 008 126 396) is an authorised representative of Hillross Financial Services Limited ABN 77 003 323 055, Australian Financial Services Licence No. 232 705, Level 24, 33 Alfred Street SYDNEY NSW 2000.
This web page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please note that any taxation and accounting services are not endorsed nor the responsibility of Hillross Financial Services Limited.
If you decide to purchase or vary a financial product, your financial adviser Hillross Financial Services Limited, Level 24, 33 Alfred Street SYDNEY NSW 2000, and other companies in the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments.