Link Financial Services have the responsibility to understand your financial position, your preferred financial risk profile, and your ongoing financial requirements.
Link Financial Services is able to provide advice on, and deal in, the following:
Fixed Interest and Managed Investments
Personal, Corporate, and DIY Superannuation
Retirement Income planning
Wealth Creation
Assistance with budgeting and cash flow management
Debentures, Stocks or Bonds issued or Proposed to be issued by Government
Social Security Entitlements
Wealth Protection Products and strategies
Estate Planning
Risk Insurance advice pertaining to life products
Interests in Managed Investment Schemes
Direct Shares
Restructuring of existing loans and mortgages
Corporate structures and establishment of discretionary trusts, unit trusts, companies and superannuation funds
Property syndicates and floats
Link may also provide
A personal consultation and strategic review, at least twice a year, with your Adviser which will include:
Review of your needs, goals and objectives
Strategic reviews, updates and advice
Technical and legislative development review
Centrelink benefit planning and calculations (if applicable)
Investment performance review
Comprehensive investment research
Benefit projections (if applicable)
Comprehensive management tools, including:
Portfolio valuations
Income and Growth reports
Cash flow
Lump sum tax calculations
Implementation of recommendations resulting from reviews
Newsletters via e-mail and normal mail discussing strategies and investments
Priority access to participate in limited investment opportunities including property syndicates and floats on ASX
Invitations to various seminars and corporate networking days
Access to experts in capital raising for SME’s (including seed capital raisings)