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)